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 | $122,270 | $183,963-33.5% | $162,163-24.6% | $152,861-20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.67% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,786 | $6,371-72.0% | $5,614-68.2% | $4,762-62.5% |
| Participant deferral / active EE | $7,329 | $8,034-8.8% | $7,298+0.4% | $5,850+25.3% |
| Admin fee / account holder | $9,489 | $13,121-27.7% | $10,843-12.5% | $11,596-18.2% |