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 | $111,082 | $144,119-22.9% | $117,854-5.7% | $147,584-24.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.73% | 531.15%-515.4pp | 335.08%-319.4pp | 578.55%-562.8pp |
| Employer contribution / active EE | $4,482 | $4,896-8.5% | $3,786+18.4% | $4,876-8.1% |
| Participant deferral / active EE | $5,893 | $5,316+10.8% | $4,482+31.5% | $5,439+8.3% |
| Admin fee / account holder | $4,061 | $10,886-62.7% | $8,020-49.4% | $10,885-62.7% |