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 | $113,023 | $168,632-33.0% | $147,614-23.4% | $125,391-9.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 14.88% | 77.65%-62.8pp | 61.98%-47.1pp | 282.22%-267.3pp |
| Employer contribution / active EE | $7,978 | $6,252+27.6% | $5,564+43.4% | $4,866+63.9% |
| Participant deferral / active EE | $4,300 | $5,507-21.9% | $4,895-12.2% | $5,352-19.6% |
| Admin fee / account holder | $1,017 | $13,580-92.5% | $11,611-91.2% | $9,540-89.3% |