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 | $133,287 | $226,064-41.0% | $182,532-27.0% | $152,861-12.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 36.64% | 192.51%-155.9pp | 148.54%-111.9pp | 345.32%-308.7pp |
| Employer contribution / active EE | $2,688 | $4,978-46.0% | $4,076-34.1% | $4,762-43.6% |
| Participant deferral / active EE | $3,700 | $6,368-41.9% | $5,524-33.0% | $5,850-36.7% |
| Admin fee / account holder | $1,598 | $10,703-85.1% | $8,592-81.4% | $11,596-86.2% |