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 | $92,101 | $159,901-42.4% | $146,958-37.3% | $145,922-36.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $12,251 | $5,286+131.8% | $4,933+148.3% | $4,660+162.9% |
| Participant deferral / active EE | $10,857 | $8,428+28.8% | $8,070+34.5% | $6,688+62.3% |
| Admin fee / account holder | $20,411 | $15,044+35.7% | $12,998+57.0% | $13,397+52.4% |