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 | $42,746 | $160,055-73.3% | $140,016-69.5% | $135,375-68.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 315.57% | 911.38%-595.8pp | 651.12%-335.5pp | 519.73%-204.2pp |
| Employer contribution / active EE | $3,932 | $6,420-38.8% | $5,606-29.9% | $4,779-17.7% |
| Participant deferral / active EE | $8,047 | $7,642+5.3% | $6,927+16.2% | $5,609+43.5% |
| Admin fee / account holder | $332 | $13,328-97.5% | $10,705-96.9% | $10,827-96.9% |