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 | $140,542 | $226,064-37.8% | $182,532-23.0% | $152,861-8.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.06% | 192.51%-169.4pp | 148.54%-125.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,513 | $4,978-49.5% | $4,076-38.3% | $4,762-47.2% |
| Participant deferral / active EE | $8,226 | $6,368+29.2% | $5,524+48.9% | $5,850+40.6% |
| Admin fee / account holder | $45,940 | $10,703+329.2% | $8,592+434.7% | $11,596+296.2% |