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 | $155,141 | $159,934-3.0% | $147,005+5.5% | $145,959+6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,423 | $5,287-35.3% | $4,934-30.6% | $4,661-26.6% |
| Participant deferral / active EE | $4,376 | $8,427-48.1% | $8,070-45.8% | $6,689-34.6% |
| Admin fee / account holder | $80,629 | $15,053+435.6% | $13,006+519.9% | $13,398+501.8% |