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 | $65,812 | $183,963-64.2% | $162,163-59.4% | $152,861-56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.13% | 150.76%-129.6pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $9,757 | $6,371+53.2% | $5,614+73.8% | $4,762+104.9% |
| Participant deferral / active EE | $9,240 | $8,034+15.0% | $7,298+26.6% | $5,850+57.9% |
| Admin fee / account holder | $15,134 | $13,121+15.3% | $10,843+39.6% | $11,596+30.5% |