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 | $98,019 | $159,934-38.7% | $147,005-33.3% | $145,959-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.58% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,420 | $5,287-54.2% | $4,934-51.0% | $4,661-48.1% |
| Participant deferral / active EE | $17,911 | $8,427+112.5% | $8,070+121.9% | $6,689+167.8% |
| Admin fee / account holder | $896 | $15,053-94.1% | $13,006-93.1% | $13,398-93.3% |