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 9-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 | $149,711 | $159,901-6.4% | $146,958+1.9% | $145,922+2.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,103 | $5,286-3.5% | $4,933+3.4% | $4,660+9.5% |
| Participant deferral / active EE | $10,455 | $8,428+24.0% | $8,070+29.6% | $6,688+56.3% |
| Admin fee / account holder | $5,882 | $15,044-60.9% | $12,998-54.7% | $13,397-56.1% |