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 | $90,326 | $183,963-50.9% | $162,163-44.3% | $152,861-40.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.65% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,425 | $6,371-61.9% | $5,614-56.8% | $4,762-49.1% |
| Participant deferral / active EE | $4,686 | $8,034-41.7% | $7,298-35.8% | $5,850-19.9% |
| Admin fee / account holder | $6,081 | $13,121-53.7% | $10,843-43.9% | $11,596-47.6% |