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 | $99,735 | $183,963-45.8% | $162,163-38.5% | $152,861-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.52% | 150.76%-136.2pp | 115.59%-101.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $8,310 | $6,371+30.4% | $5,614+48.0% | $4,762+74.5% |
| Participant deferral / active EE | $10,723 | $8,034+33.5% | $7,298+46.9% | $5,850+83.3% |
| Admin fee / account holder | $115,639 | $13,121+781.3% | $10,843+966.5% | $11,596+897.2% |