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 | $56,960 | $210,648-73.0% | $177,989-68.0% | $145,922-61.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.80% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,218 | $4,565+36.2% | $3,949+57.5% | $4,660+33.5% |
| Participant deferral / active EE | $6,765 | $6,958-2.8% | $6,276+7.8% | $6,688+1.2% |
| Admin fee / account holder | $493 | $12,013-95.9% | $10,363-95.2% | $13,397-96.3% |