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 | $101,573 | $144,119-29.5% | $117,854-13.8% | $147,584-31.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.22% | 531.15%-515.9pp | 335.08%-319.9pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,638 | $4,896-46.1% | $3,786-30.3% | $4,876-45.9% |
| Participant deferral / active EE | $8,139 | $5,316+53.1% | $4,482+81.6% | $5,439+49.6% |
| Admin fee / account holder | $1,512 | $10,886-86.1% | $8,020-81.1% | $10,885-86.1% |