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 | $104,381 | $183,963-43.3% | $162,163-35.6% | $152,861-31.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.40% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $11,956 | $6,371+87.7% | $5,614+113.0% | $4,762+151.1% |
| Participant deferral / active EE | $7,722 | $8,034-3.9% | $7,298+5.8% | $5,850+32.0% |
| Admin fee / account holder | $5,493 | $13,121-58.1% | $10,843-49.3% | $11,596-52.6% |