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 | $124,180 | $159,901-22.3% | $146,958-15.5% | $145,922-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.55% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,918 | $5,286+12.0% | $4,933+20.0% | $4,660+27.0% |
| Participant deferral / active EE | $13,640 | $8,428+61.8% | $8,070+69.0% | $6,688+104.0% |
| Admin fee / account holder | $31,199 | $15,044+107.4% | $12,998+140.0% | $13,397+132.9% |