See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,814 | $159,901-17.6% | $146,958-10.3% | $145,922-9.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 98.13%-85.0pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,772 | $5,286-28.6% | $4,933-23.5% | $4,660-19.0% |
| Participant deferral / active EE | $11,185 | $8,428+32.7% | $8,070+38.6% | $6,688+67.2% |
| Admin fee / account holder | $1,061 | $15,044-92.9% | $12,998-91.8% | $13,397-92.1% |