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 | $111,479 | $159,901-30.3% | $146,958-24.1% | $145,922-23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $13,905 | $5,286+163.0% | $4,933+181.9% | $4,660+198.4% |
| Participant deferral / active EE | $8,487 | $8,428+0.7% | $8,070+5.2% | $6,688+26.9% |
| Admin fee / account holder | $790 | $15,044-94.8% | $12,998-93.9% | $13,397-94.1% |