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 | $133,525 | $159,901-16.5% | $146,958-9.1% | $145,922-8.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $15,983 | $5,286+202.4% | $4,933+224.0% | $4,660+243.0% |
| Participant deferral / active EE | $10,463 | $8,428+24.1% | $8,070+29.6% | $6,688+56.4% |
| Admin fee / account holder | $2,638 | $15,044-82.5% | $12,998-79.7% | $13,397-80.3% |