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 | $55,528 | $183,963-69.8% | $162,163-65.8% | $152,861-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.48% | 150.76%-133.3pp | 115.59%-98.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $5,196 | $6,371-18.4% | $5,614-7.4% | $4,762+9.1% |
| Participant deferral / active EE | $9,334 | $8,034+16.2% | $7,298+27.9% | $5,850+59.5% |
| Admin fee / account holder | $27,703 | $13,121+111.1% | $10,843+155.5% | $11,596+138.9% |