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 | $135,380 | $157,256-13.9% | $141,162-4.1% | $152,861-11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.29% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $6,554 | $5,261+24.6% | $4,735+38.4% | $4,762+37.6% |
| Participant deferral / active EE | $17,250 | $7,109+142.6% | $6,709+157.1% | $5,850+194.9% |
| Admin fee / account holder | $958 | $12,120-92.1% | $10,261-90.7% | $11,596-91.7% |