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 | $132,242 | $183,963-28.1% | $162,163-18.5% | $152,861-13.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.10% | 150.76%-132.7pp | 115.59%-97.5pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,793 | $6,371-40.5% | $5,614-32.4% | $4,762-20.3% |
| Participant deferral / active EE | $7,898 | $8,034-1.7% | $7,298+8.2% | $5,850+35.0% |
| Admin fee / account holder | $703 | $13,121-94.6% | $10,843-93.5% | $11,596-93.9% |