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 | $139,827 | $165,984-15.8% | $164,813-15.2% | $145,922-4.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,451 | $5,273+3.4% | $4,341+25.6% | $4,660+17.0% |
| Participant deferral / active EE | $13,250 | $6,959+90.4% | $6,031+119.7% | $6,688+98.1% |
| Admin fee / account holder | $514 | $16,648-96.9% | $12,690-96.0% | $13,397-96.2% |