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 | $23,457 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,370 | $5,286-17.3% | $4,933-11.4% | $4,660-6.2% |
| Participant deferral / active EE | $6,845 | $8,428-18.8% | $8,070-15.2% | $6,688+2.4% |
| Admin fee / account holder | $5,492 | $15,044-63.5% | $12,998-57.7% | $13,397-59.0% |