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 | $122,660 | $159,934-23.3% | $147,005-16.6% | $145,959-16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $8,890 | $5,287+68.1% | $4,934+80.2% | $4,661+90.7% |
| Participant deferral / active EE | $17,658 | $8,427+109.5% | $8,070+118.8% | $6,689+164.0% |
| Admin fee / account holder | $44,392 | $15,053+194.9% | $13,006+241.3% | $13,398+231.3% |