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 | $110,594 | $158,398-30.2% | $126,539-12.6% | $142,382-22.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.71% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,908 | $4,650-37.5% | $3,674-20.8% | $4,299-32.4% |
| Participant deferral / active EE | $8,345 | $4,767+75.1% | $4,083+104.4% | $6,507+28.2% |
| Admin fee / account holder | $471 | $6,918-93.2% | $6,065-92.2% | $12,624-96.3% |