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 | $126,108 | $210,648-40.1% | $177,989-29.1% | $145,922-13.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.19% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,008 | $4,565-34.1% | $3,949-23.8% | $4,660-35.4% |
| Participant deferral / active EE | $14,198 | $6,958+104.1% | $6,276+126.2% | $6,688+112.3% |
| Admin fee / account holder | $5,252 | $12,013-56.3% | $10,363-49.3% | $13,397-60.8% |