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 | $78,890 | $159,901-50.7% | $146,958-46.3% | $145,922-45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,635 | $5,286-12.3% | $4,933-6.0% | $4,660-0.5% |
| Participant deferral / active EE | $10,615 | $8,428+25.9% | $8,070+31.5% | $6,688+58.7% |
| Admin fee / account holder | $945 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |