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 | $67,211 | $183,963-63.5% | $162,163-58.6% | $152,861-56.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.70% | 150.76%-135.1pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,987 | $6,371-37.4% | $5,614-29.0% | $4,762-16.3% |
| Participant deferral / active EE | $4,550 | $8,034-43.4% | $7,298-37.7% | $5,850-22.2% |
| Admin fee / account holder | $2,556 | $13,121-80.5% | $10,843-76.4% | $11,596-78.0% |