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 | $127,547 | $202,432-37.0% | $169,368-24.7% | $139,434-8.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.39% | 531.74%-513.3pp | 405.60%-387.2pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,956 | $4,692+5.6% | $4,013+23.5% | $4,751+4.3% |
| Participant deferral / active EE | $4,976 | $6,938-28.3% | $6,221-20.0% | $6,710-25.9% |
| Admin fee / account holder | $8,944 | $10,708-16.5% | $9,003-0.7% | $11,403-21.6% |