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 5-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 | $139,942 | $159,901-12.5% | $146,958-4.8% | $145,922-4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $21,464 | $5,286+306.0% | $4,933+335.1% | $4,660+360.6% |
| Participant deferral / active EE | $24,236 | $8,428+187.6% | $8,070+200.3% | $6,688+262.4% |
| Admin fee / account holder | $973 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |