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 | $134,328 | $183,963-27.0% | $162,163-17.2% | $152,861-12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.47% | 150.76%-137.3pp | 115.59%-102.1pp | 345.32%-331.8pp |
| Employer contribution / active EE | $7,924 | $6,371+24.4% | $5,614+41.1% | $4,762+66.4% |
| Participant deferral / active EE | $10,410 | $8,034+29.6% | $7,298+42.6% | $5,850+77.9% |
| Admin fee / account holder | $125,981 | $13,121+860.1% | $10,843+1061.9% | $11,596+986.4% |