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 | $174,047 | $201,272-13.5% | $184,203-5.5% | $145,922+19.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 68.43% | 29.00%+39.4pp | 28.81%+39.6pp | 561.29%-492.9pp |
| Employer contribution / active EE | $30,500 | $7,022+334.4% | $6,427+374.6% | $4,660+554.6% |
| Participant deferral / active EE | $25,500 | $9,806+160.0% | $9,131+179.3% | $6,688+281.3% |
| Admin fee / account holder | $3,347 | $16,364-79.5% | $13,901-75.9% | $13,397-75.0% |