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 | $133,841 | $183,963-27.2% | $162,163-17.5% | $152,861-12.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.28% | 150.76%-124.5pp | 115.59%-89.3pp | 345.32%-319.0pp |
| Employer contribution / active EE | $8,958 | $6,371+40.6% | $5,614+59.6% | $4,762+88.1% |
| Participant deferral / active EE | $6,530 | $8,034-18.7% | $7,298-10.5% | $5,850+11.6% |
| Admin fee / account holder | $3,223 | $13,121-75.4% | $10,843-70.3% | $11,596-72.2% |