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 | $95,187 | $183,963-48.3% | $162,163-41.3% | $152,861-37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.22% | 150.76%-135.5pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,808 | $6,371-40.2% | $5,614-32.2% | $4,762-20.0% |
| Participant deferral / active EE | $7,828 | $8,034-2.6% | $7,298+7.3% | $5,850+33.8% |
| Admin fee / account holder | $986 | $13,121-92.5% | $10,843-90.9% | $11,596-91.5% |