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 | $105,329 | $159,901-34.1% | $146,958-28.3% | $145,922-27.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.01% | 98.13%-74.1pp | 418.34%-394.3pp | 561.29%-537.3pp |
| Employer contribution / active EE | $10,743 | $5,286+103.2% | $4,933+117.8% | $4,660+130.6% |
| Participant deferral / active EE | $6,464 | $8,428-23.3% | $8,070-19.9% | $6,688-3.3% |
| Admin fee / account holder | $16,692 | $15,044+11.0% | $12,998+28.4% | $13,397+24.6% |