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 | $122,979 | $175,202-29.8% | $149,673-17.8% | $139,434-11.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.27% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,421 | $5,474-1.0% | $4,818+12.5% | $4,751+14.1% |
| Participant deferral / active EE | $4,262 | $6,519-34.6% | $5,680-25.0% | $6,710-36.5% |
| Admin fee / account holder | $417 | $16,150-97.4% | $13,210-96.8% | $11,403-96.3% |