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 | $52,937 | $138,065-61.7% | $123,544-57.2% | $135,375-60.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 94.80% | 153.68%-58.9pp | 119.20%-24.4pp | 519.73%-424.9pp |
| Employer contribution / active EE | $5,427 | $5,151+5.4% | $4,628+17.3% | $4,779+13.6% |
| Participant deferral / active EE | $12,535 | $6,799+84.4% | $6,426+95.1% | $5,609+123.5% |
| Admin fee / account holder | $2,734 | $10,916-75.0% | $9,284-70.6% | $10,827-74.8% |