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 | $138,650 | $159,901-13.3% | $146,958-5.7% | $145,922-5.0% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 14.31% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $9,306 | $5,286+76.0% | $4,933+88.6% | $4,660+99.7% |
| Participant deferral / active EE | $7,880 | $8,428-6.5% | $8,070-2.4% | $6,688+17.8% |
| Admin fee / account holder | $96,474 | $15,044+541.3% | $12,998+642.2% | $13,397+620.1% |