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 | $160,142 | $160,055+0.1% | $140,016+14.4% | $135,375+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.90% | 911.38%-910.5pp | 651.12%-650.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,842 | $6,420-40.2% | $5,606-31.5% | $4,779-19.6% |
| Participant deferral / active EE | $8,491 | $7,642+11.1% | $6,927+22.6% | $5,609+51.4% |
| Admin fee / account holder | $360 | $13,328-97.3% | $10,705-96.6% | $10,827-96.7% |