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 | $141,963 | $165,984-14.5% | $164,813-13.9% | $145,922-2.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.28% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,889 | $5,273-7.3% | $4,341+12.6% | $4,660+4.9% |
| Participant deferral / active EE | $8,932 | $6,959+28.4% | $6,031+48.1% | $6,688+33.6% |
| Admin fee / account holder | $27,996 | $16,648+68.2% | $12,690+120.6% | $13,397+109.0% |