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 | $104,722 | $183,963-43.1% | $162,163-35.4% | $152,861-31.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.46% | 150.76%-137.3pp | 115.59%-102.1pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,692 | $6,371-73.4% | $5,614-69.9% | $4,762-64.5% |
| Participant deferral / active EE | $11,514 | $8,034+43.3% | $7,298+57.8% | $5,850+96.8% |
| Admin fee / account holder | $1,246 | $13,121-90.5% | $10,843-88.5% | $11,596-89.3% |