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 | $156,169 | $159,934-2.4% | $147,005+6.2% | $145,959+7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,977 | $5,287-24.8% | $4,934-19.4% | $4,661-14.7% |
| Participant deferral / active EE | $9,453 | $8,427+12.2% | $8,070+17.1% | $6,689+41.3% |
| Admin fee / account holder | $69,053 | $15,053+358.7% | $13,006+430.9% | $13,398+415.4% |