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 | $103,245 | $226,064-54.3% | $182,532-43.4% | $152,861-32.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.20% | 192.51%-165.3pp | 148.54%-121.3pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,049 | $4,978-38.8% | $4,076-25.2% | $4,762-36.0% |
| Participant deferral / active EE | $14,597 | $6,368+129.2% | $5,524+164.2% | $5,850+149.5% |
| Admin fee / account holder | $1,019 | $10,703-90.5% | $8,592-88.1% | $11,596-91.2% |