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 | $139,196 | $183,963-24.3% | $162,163-14.2% | $152,861-8.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.69% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,765 | $6,371-25.2% | $5,614-15.1% | $4,762+0.1% |
| Participant deferral / active EE | $7,163 | $8,034-10.8% | $7,298-1.9% | $5,850+22.4% |
| Admin fee / account holder | $721 | $13,121-94.5% | $10,843-93.4% | $11,596-93.8% |