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 | $108,335 | $183,963-41.1% | $162,163-33.2% | $152,861-29.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.10% | 150.76%-123.7pp | 115.59%-88.5pp | 345.32%-318.2pp |
| Employer contribution / active EE | $4,595 | $6,371-27.9% | $5,614-18.1% | $4,762-3.5% |
| Participant deferral / active EE | $10,835 | $8,034+34.9% | $7,298+48.5% | $5,850+85.2% |
| Admin fee / account holder | $1,364 | $13,121-89.6% | $10,843-87.4% | $11,596-88.2% |