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 | $64,894 | $183,963-64.7% | $162,163-60.0% | $152,861-57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.39% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,077 | $6,371-51.7% | $5,614-45.2% | $4,762-35.4% |
| Participant deferral / active EE | $5,765 | $8,034-28.2% | $7,298-21.0% | $5,850-1.4% |
| Admin fee / account holder | $36,284 | $13,121+176.5% | $10,843+234.6% | $11,596+212.9% |