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 | $64,707 | $159,934-59.5% | $147,005-56.0% | $145,959-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.09% | 98.24%-88.1pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $13,164 | $5,287+149.0% | $4,934+166.8% | $4,661+182.4% |
| Participant deferral / active EE | $8,667 | $8,427+2.8% | $8,070+7.4% | $6,689+29.6% |
| Admin fee / account holder | $931 | $15,053-93.8% | $13,006-92.8% | $13,398-93.1% |