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 | $103,781 | $159,901-35.1% | $146,958-29.4% | $145,922-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,370 | $5,286-74.1% | $4,933-72.2% | $4,660-70.6% |
| Participant deferral / active EE | $3,805 | $8,428-54.9% | $8,070-52.9% | $6,688-43.1% |
| Admin fee / account holder | $7,737 | $15,044-48.6% | $12,998-40.5% | $13,397-42.2% |