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 | $78,812 | $226,064-65.1% | $182,532-56.8% | $152,861-48.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.05% | 192.51%-173.5pp | 148.54%-129.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,286 | $4,978-34.0% | $4,076-19.4% | $4,762-31.0% |
| Participant deferral / active EE | $6,528 | $6,368+2.5% | $5,524+18.2% | $5,850+11.6% |
| Admin fee / account holder | $1,868 | $10,703-82.5% | $8,592-78.3% | $11,596-83.9% |