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 | $123,977 | $159,901-22.5% | $146,958-15.6% | $145,922-15.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $7,703 | $5,286+45.7% | $4,933+56.1% | $4,660+65.3% |
| Participant deferral / active EE | $10,843 | $8,428+28.6% | $8,070+34.4% | $6,688+62.1% |
| Admin fee / account holder | $3,558 | $15,044-76.3% | $12,998-72.6% | $13,397-73.4% |