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 | $110,422 | $183,963-40.0% | $162,163-31.9% | $152,861-27.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.71% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,486 | $6,371-45.3% | $5,614-37.9% | $4,762-26.8% |
| Participant deferral / active EE | $3,020 | $8,034-62.4% | $7,298-58.6% | $5,850-48.4% |
| Admin fee / account holder | $14,594 | $13,121+11.2% | $10,843+34.6% | $11,596+25.9% |