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 | $141,534 | $159,901-11.5% | $146,958-3.7% | $145,922-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $9,001 | $5,286+70.3% | $4,933+82.5% | $4,660+93.2% |
| Participant deferral / active EE | $8,344 | $8,428-1.0% | $8,070+3.4% | $6,688+24.8% |
| Admin fee / account holder | $4,403 | $15,044-70.7% | $12,998-66.1% | $13,397-67.1% |