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 | $155,780 | $159,901-2.6% | $146,958+6.0% | $145,922+6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,224 | $5,286-57.9% | $4,933-54.9% | $4,660-52.3% |
| Participant deferral / active EE | $11,093 | $8,428+31.6% | $8,070+37.5% | $6,688+65.9% |
| Admin fee / account holder | $3,158 | $15,044-79.0% | $12,998-75.7% | $13,397-76.4% |