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 | $18,594 | $73,515-74.7% | $62,995-70.5% | $147,584-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.48% | 175.43%-160.0pp | 87.57%-72.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $4,104 | $3,320+23.6% | $2,759+48.8% | $4,876-15.8% |
| Participant deferral / active EE | $4,898 | $4,185+17.0% | $3,329+47.1% | $5,439-9.9% |
| Admin fee / account holder | $4,833 | $5,953-18.8% | $3,600+34.3% | $10,885-55.6% |