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 | $152,465 | $217,402-29.9% | $185,823-18.0% | $167,490-9.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.91% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $8,395 | $5,873+42.9% | $5,167+62.5% | $4,837+73.5% |
| Participant deferral / active EE | $5,555 | $6,356-12.6% | $5,568-0.2% | $6,341-12.4% |
| Admin fee / account holder | $860 | $19,811-95.7% | $16,237-94.7% | $12,309-93.0% |