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 | $119,612 | $159,901-25.2% | $146,958-18.6% | $145,922-18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.86% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,239 | $5,286-38.7% | $4,933-34.3% | $4,660-30.5% |
| Participant deferral / active EE | $7,048 | $8,428-16.4% | $8,070-12.7% | $6,688+5.4% |
| Admin fee / account holder | $6,693 | $15,044-55.5% | $12,998-48.5% | $13,397-50.0% |