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 | $113,346 | $183,963-38.4% | $162,163-30.1% | $152,861-25.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.25% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,125 | $6,371-35.2% | $5,614-26.5% | $4,762-13.4% |
| Participant deferral / active EE | $7,327 | $8,034-8.8% | $7,298+0.4% | $5,850+25.2% |
| Admin fee / account holder | $6,658 | $13,121-49.3% | $10,843-38.6% | $11,596-42.6% |