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 | $162,796 | $209,832-22.4% | $189,513-14.1% | $167,490-2.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.31% | 748.27%-735.0pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,675 | $6,914-61.3% | $6,162-56.6% | $4,837-44.7% |
| Participant deferral / active EE | $4,499 | $8,935-49.6% | $8,221-45.3% | $6,341-29.1% |
| Admin fee / account holder | $2,038 | $14,293-85.7% | $12,045-83.1% | $12,309-83.4% |