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 | $95,228 | $159,901-40.4% | $146,958-35.2% | $145,922-34.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.86% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,630 | $5,286+6.5% | $4,933+14.1% | $4,660+20.8% |
| Participant deferral / active EE | $11,918 | $8,428+41.4% | $8,070+47.7% | $6,688+78.2% |
| Admin fee / account holder | $7,888 | $15,044-47.6% | $12,998-39.3% | $13,397-41.1% |