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 | $119,828 | $173,345-30.9% | $136,007-11.9% | $145,922-17.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.84% | 1163.32%-1147.5pp | 579.32%-563.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,466 | $5,278-15.4% | $4,217+5.9% | $4,660-4.2% |
| Participant deferral / active EE | $15,707 | $8,699+80.6% | $7,025+123.6% | $6,688+134.9% |
| Admin fee / account holder | $15,085 | $9,954+51.5% | $6,858+120.0% | $13,397+12.6% |