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 | $110,407 | $158,398-30.3% | $126,539-12.7% | $142,382-22.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.95% | 593.76%-582.8pp | 425.95%-415.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,337 | $4,650-28.2% | $3,674-9.2% | $4,299-22.4% |
| Participant deferral / active EE | $7,833 | $4,767+64.3% | $4,083+91.9% | $6,507+20.4% |
| Admin fee / account holder | $775 | $6,918-88.8% | $6,065-87.2% | $12,624-93.9% |