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 | $128,789 | $159,901-19.5% | $146,958-12.4% | $145,922-11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,660 | $5,286-49.7% | $4,933-46.1% | $4,660-42.9% |
| Participant deferral / active EE | $6,924 | $8,428-17.9% | $8,070-14.2% | $6,688+3.5% |
| Admin fee / account holder | $14,822 | $15,044-1.5% | $12,998+14.0% | $13,397+10.6% |