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 | $51,266 | $168,632-69.6% | $147,614-65.3% | $125,391-59.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.99% | 77.65%-78.6pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $8,708 | $6,252+39.3% | $5,564+56.5% | $4,866+79.0% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.9% | $5,352+68.2% |
| Admin fee / account holder | $1,233 | $13,580-90.9% | $11,611-89.4% | $9,540-87.1% |