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 | $125,220 | $209,411-40.2% | $178,490-29.8% | $158,922-21.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.89% | 188.75%-162.9pp | 151.07%-125.2pp | 302.83%-276.9pp |
| Employer contribution / active EE | $8,894 | $5,706+55.9% | $5,011+77.5% | $4,761+86.8% |
| Participant deferral / active EE | $8,300 | $5,954+39.4% | $5,202+59.6% | $5,982+38.7% |
| Admin fee / account holder | $1,184 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |