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 | $55,553 | $183,963-69.8% | $162,163-65.7% | $152,861-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.94% | 150.76%-130.8pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $10,069 | $6,371+58.1% | $5,614+79.4% | $4,762+111.4% |
| Participant deferral / active EE | $5,802 | $8,034-27.8% | $7,298-20.5% | $5,850-0.8% |
| Admin fee / account holder | $5,333 | $13,121-59.4% | $10,843-50.8% | $11,596-54.0% |