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 | $90,573 | $183,963-50.8% | $162,163-44.1% | $152,861-40.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 41.96% | 150.76%-108.8pp | 115.59%-73.6pp | 345.32%-303.4pp |
| Employer contribution / active EE | $6,997 | $6,371+9.8% | $5,614+24.6% | $4,762+46.9% |
| Participant deferral / active EE | $7,382 | $8,034-8.1% | $7,298+1.1% | $5,850+26.2% |
| Admin fee / account holder | $7,931 | $13,121-39.6% | $10,843-26.8% | $11,596-31.6% |