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 | $127,321 | $159,901-20.4% | $146,958-13.4% | $145,922-12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.84% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $11,162 | $5,286+111.2% | $4,933+126.3% | $4,660+139.5% |
| Participant deferral / active EE | $17,176 | $8,428+103.8% | $8,070+112.8% | $6,688+156.8% |
| Admin fee / account holder | $12,154 | $15,044-19.2% | $12,998-6.5% | $13,397-9.3% |