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 | $133,519 | $202,432-34.0% | $169,368-21.2% | $139,434-4.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.31% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,614 | $4,692-1.7% | $4,013+15.0% | $4,751-2.9% |
| Participant deferral / active EE | $5,908 | $6,938-14.9% | $6,221-5.0% | $6,710-12.0% |
| Admin fee / account holder | $30,142 | $10,708+181.5% | $9,003+234.8% | $11,403+164.3% |