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 | $130,764 | $183,963-28.9% | $162,163-19.4% | $152,861-14.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.00% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $12,896 | $6,371+102.4% | $5,614+129.7% | $4,762+170.8% |
| Participant deferral / active EE | $7,587 | $8,034-5.6% | $7,298+4.0% | $5,850+29.7% |
| Admin fee / account holder | $1,041 | $13,121-92.1% | $10,843-90.4% | $11,596-91.0% |