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 | $89,004 | $175,202-49.2% | $149,673-40.5% | $139,434-36.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $15,968 | $5,474+191.7% | $4,818+231.4% | $4,751+236.1% |
| Participant deferral / active EE | $7,922 | $6,519+21.5% | $5,680+39.5% | $6,710+18.1% |
| Admin fee / account holder | $2,833 | $16,150-82.5% | $13,210-78.6% | $11,403-75.2% |