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 | $76,315 | $183,963-58.5% | $162,163-52.9% | $152,861-50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.54% | 150.76%-137.2pp | 115.59%-102.0pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,375 | $6,371-62.7% | $5,614-57.7% | $4,762-50.1% |
| Participant deferral / active EE | $7,535 | $8,034-6.2% | $7,298+3.2% | $5,850+28.8% |
| Admin fee / account holder | $2,454 | $13,121-81.3% | $10,843-77.4% | $11,596-78.8% |