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 | $128,419 | $217,402-40.9% | $185,823-30.9% | $167,490-23.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.69% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,079 | $5,873+3.5% | $5,167+17.6% | $4,837+25.7% |
| Participant deferral / active EE | $7,732 | $6,356+21.6% | $5,568+38.9% | $6,341+21.9% |
| Admin fee / account holder | $339 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |