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 | $71,646 | $226,064-68.3% | $182,532-60.7% | $152,861-53.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.35% | 192.51%-174.2pp | 148.54%-130.2pp | 345.32%-327.0pp |
| Employer contribution / active EE | $9,146 | $4,978+83.7% | $4,076+124.4% | $4,762+92.1% |
| Participant deferral / active EE | $6,075 | $6,368-4.6% | $5,524+10.0% | $5,850+3.8% |
| Admin fee / account holder | $5,608 | $10,703-47.6% | $8,592-34.7% | $11,596-51.6% |