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 | $101,354 | $165,984-38.9% | $164,813-38.5% | $145,922-30.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 15.00% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,232 | $5,273-0.8% | $4,341+20.5% | $4,660+12.3% |
| Participant deferral / active EE | $4,161 | $6,959-40.2% | $6,031-31.0% | $6,688-37.8% |
| Admin fee / account holder | $693 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |