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 | $109,473 | $198,466-44.8% | $170,442-35.8% | $147,584-25.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.38% | 257.29%-238.9pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $9,282 | $6,184+50.1% | $5,433+70.9% | $4,876+90.4% |
| Participant deferral / active EE | $3,644 | $5,629-35.3% | $4,939-26.2% | $5,439-33.0% |
| Admin fee / account holder | $1,488 | $16,852-91.2% | $13,880-89.3% | $10,885-86.3% |