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 | $113,728 | $226,064-49.7% | $182,532-37.7% | $152,861-25.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.08% | 192.51%-172.4pp | 148.54%-128.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,252 | $4,978+5.5% | $4,076+28.9% | $4,762+10.3% |
| Participant deferral / active EE | $6,314 | $6,368-0.8% | $5,524+14.3% | $5,850+7.9% |
| Admin fee / account holder | $52,824 | $10,703+393.6% | $8,592+514.8% | $11,596+355.5% |