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 | $107,331 | $159,901-32.9% | $146,958-27.0% | $145,922-26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,869 | $5,286+67.8% | $4,933+79.8% | $4,660+90.3% |
| Participant deferral / active EE | $18,478 | $8,428+119.2% | $8,070+129.0% | $6,688+176.3% |
| Admin fee / account holder | $1,147 | $15,044-92.4% | $12,998-91.2% | $13,397-91.4% |