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 | $86,051 | $226,064-61.9% | $182,532-52.9% | $152,861-43.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.21% | 192.51%-171.3pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,422 | $4,978-51.4% | $4,076-40.6% | $4,762-49.1% |
| Participant deferral / active EE | $6,680 | $6,368+4.9% | $5,524+20.9% | $5,850+14.2% |
| Admin fee / account holder | $34,007 | $10,703+217.7% | $8,592+295.8% | $11,596+193.3% |