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 | $141,825 | $183,963-22.9% | $162,163-12.5% | $152,861-7.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.53% | 150.76%-129.2pp | 115.59%-94.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $6,167 | $6,371-3.2% | $5,614+9.9% | $4,762+29.5% |
| Participant deferral / active EE | $6,944 | $8,034-13.6% | $7,298-4.9% | $5,850+18.7% |
| Admin fee / account holder | $1,415 | $13,121-89.2% | $10,843-86.9% | $11,596-87.8% |