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 | $30,478 | $159,901-80.9% | $146,958-79.3% | $145,922-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,660 | $5,286+7.1% | $4,933+14.7% | $4,660+21.5% |
| Participant deferral / active EE | $15,135 | $8,428+79.6% | $8,070+87.5% | $6,688+126.3% |
| Admin fee / account holder | $51,992 | $15,044+245.6% | $12,998+300.0% | $13,397+288.1% |