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 | $86,643 | $148,534-41.7% | $135,903-36.2% | $139,434-37.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $8,347 | $5,243+59.2% | $4,856+71.9% | $4,751+75.7% |
| Participant deferral / active EE | $5,935 | $8,100-26.7% | $7,758-23.5% | $6,710-11.5% |
| Admin fee / account holder | $555 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |