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 | $102,812 | $159,934-35.7% | $147,005-30.1% | $145,959-29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 98.24%-80.6pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $5,232 | $5,287-1.0% | $4,934+6.0% | $4,661+12.3% |
| Participant deferral / active EE | $11,561 | $8,427+37.2% | $8,070+43.3% | $6,689+72.8% |
| Admin fee / account holder | $324 | $15,053-97.8% | $13,006-97.5% | $13,398-97.6% |