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 | $34,291 | $183,963-81.4% | $162,163-78.9% | $152,861-77.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.50% | 150.76%-124.3pp | 115.59%-89.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,357 | $6,371-63.0% | $5,614-58.0% | $4,762-50.5% |
| Participant deferral / active EE | $3,966 | $8,034-50.6% | $7,298-45.7% | $5,850-32.2% |
| Admin fee / account holder | $13,241 | $13,121+0.9% | $10,843+22.1% | $11,596+14.2% |