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 | $108,434 | $183,963-41.1% | $162,163-33.1% | $152,861-29.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.56% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $7,255 | $6,371+13.9% | $5,614+29.2% | $4,762+52.4% |
| Participant deferral / active EE | $8,196 | $8,034+2.0% | $7,298+12.3% | $5,850+40.1% |
| Admin fee / account holder | $185,822 | $13,121+1316.2% | $10,843+1613.8% | $11,596+1502.4% |