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 | $135,666 | $183,592-26.1% | $155,567-12.8% | $145,959-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $8,400 | $5,315+58.0% | $4,674+79.7% | $4,661+80.2% |
| Participant deferral / active EE | $6,347 | $6,464-1.8% | $5,628+12.8% | $6,689-5.1% |
| Admin fee / account holder | $1,410 | $19,318-92.7% | $15,916-91.1% | $13,398-89.5% |