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 | $110,929 | $183,963-39.7% | $162,163-31.6% | $152,861-27.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.05% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,148 | $6,371+12.2% | $5,614+27.3% | $4,762+50.1% |
| Participant deferral / active EE | $5,560 | $8,034-30.8% | $7,298-23.8% | $5,850-5.0% |
| Admin fee / account holder | $1,677 | $13,121-87.2% | $10,843-84.5% | $11,596-85.5% |