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 | $131,398 | $175,202-25.0% | $149,673-12.2% | $139,434-5.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.53% | 166.71%-155.2pp | 134.42%-122.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,572 | $5,474-34.8% | $4,818-25.9% | $4,751-24.8% |
| Participant deferral / active EE | $19,158 | $6,519+193.9% | $5,680+237.3% | $6,710+185.5% |
| Admin fee / account holder | $673 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |