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 | $55,755 | $159,901-65.1% | $146,958-62.1% | $145,922-61.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,928 | $5,286-44.6% | $4,933-40.6% | $4,660-37.2% |
| Participant deferral / active EE | $11,945 | $8,428+41.7% | $8,070+48.0% | $6,688+78.6% |
| Admin fee / account holder | $31,321 | $15,044+108.2% | $12,998+141.0% | $13,397+133.8% |