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 | $55,445 | $159,901-65.3% | $146,958-62.3% | $145,922-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,911 | $5,286-7.1% | $4,933-0.4% | $4,660+5.4% |
| Participant deferral / active EE | $8,166 | $8,428-3.1% | $8,070+1.2% | $6,688+22.1% |
| Admin fee / account holder | $737 | $15,044-95.1% | $12,998-94.3% | $13,397-94.5% |