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 | $153,607 | $159,901-3.9% | $146,958+4.5% | $145,922+5.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.85% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,480 | $5,286-34.2% | $4,933-29.5% | $4,660-25.3% |
| Participant deferral / active EE | $8,939 | $8,428+6.1% | $8,070+10.8% | $6,688+33.7% |
| Admin fee / account holder | $34,498 | $15,044+129.3% | $12,998+165.4% | $13,397+157.5% |