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 | $67,856 | $183,963-63.1% | $162,163-58.2% | $152,861-55.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.44% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,727 | $6,371-57.2% | $5,614-51.4% | $4,762-42.7% |
| Participant deferral / active EE | $8,999 | $8,034+12.0% | $7,298+23.3% | $5,850+53.8% |
| Admin fee / account holder | $6,671 | $13,121-49.2% | $10,843-38.5% | $11,596-42.5% |