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 | $99,661 | $217,402-54.2% | $185,823-46.4% | $167,490-40.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.48% | 148.36%-126.9pp | 122.05%-100.6pp | 478.56%-457.1pp |
| Employer contribution / active EE | $6,193 | $5,873+5.4% | $5,167+19.8% | $4,837+28.0% |
| Participant deferral / active EE | $4,985 | $6,356-21.6% | $5,568-10.5% | $6,341-21.4% |
| Admin fee / account holder | $359 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |