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 | $123,201 | $159,901-23.0% | $146,958-16.2% | $145,922-15.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.28% | 98.13%-82.8pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $11,197 | $5,286+111.8% | $4,933+127.0% | $4,660+140.3% |
| Participant deferral / active EE | $11,635 | $8,428+38.1% | $8,070+44.2% | $6,688+74.0% |
| Admin fee / account holder | $765 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |