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 | $134,755 | $159,934-15.7% | $147,005-8.3% | $145,959-7.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 67.80% | 98.24%-30.4pp | 418.76%-351.0pp | 561.95%-494.2pp |
| Employer contribution / active EE | $4,176 | $5,287-21.0% | $4,934-15.4% | $4,661-10.4% |
| Participant deferral / active EE | $7,488 | $8,427-11.2% | $8,070-7.2% | $6,689+11.9% |
| Admin fee / account holder | $6,248 | $15,053-58.5% | $13,006-52.0% | $13,398-53.4% |