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 | $68,917 | $183,963-62.5% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.09% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,678 | $6,371-10.9% | $5,614+1.2% | $4,762+19.2% |
| Participant deferral / active EE | $3,443 | $8,034-57.1% | $7,298-52.8% | $5,850-41.1% |
| Admin fee / account holder | $699 | $13,121-94.7% | $10,843-93.6% | $11,596-94.0% |