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 | $128,009 | $160,055-20.0% | $140,016-8.6% | $135,375-5.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.03% | 911.38%-901.3pp | 651.12%-641.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $11,516 | $6,420+79.4% | $5,606+105.4% | $4,779+141.0% |
| Participant deferral / active EE | $6,102 | $7,642-20.1% | $6,927-11.9% | $5,609+8.8% |
| Admin fee / account holder | $2,269 | $13,328-83.0% | $10,705-78.8% | $10,827-79.0% |