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 | $36,363 | $209,411-82.6% | $178,490-79.6% | $158,922-77.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.29% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $5,262 | $5,706-7.8% | $5,011+5.0% | $4,761+10.5% |
| Participant deferral / active EE | $7,276 | $5,954+22.2% | $5,202+39.9% | $5,982+21.6% |
| Admin fee / account holder | $40,699 | $17,074+138.4% | $13,984+191.0% | $11,246+261.9% |