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 | $90,968 | $159,934-43.1% | $147,005-38.1% | $145,959-37.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.19% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,389 | $5,287-35.9% | $4,934-31.3% | $4,661-27.3% |
| Participant deferral / active EE | $10,212 | $8,427+21.2% | $8,070+26.5% | $6,689+52.7% |
| Admin fee / account holder | $434 | $15,053-97.1% | $13,006-96.7% | $13,398-96.8% |