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 | $89,188 | $226,064-60.5% | $182,532-51.1% | $152,861-41.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.97% | 192.51%-174.5pp | 148.54%-130.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,426 | $4,978-51.3% | $4,076-40.5% | $4,762-49.1% |
| Participant deferral / active EE | $5,689 | $6,368-10.7% | $5,524+3.0% | $5,850-2.7% |
| Admin fee / account holder | $73,725 | $10,703+588.8% | $8,592+758.1% | $11,596+535.8% |