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 | $134,422 | $158,398-15.1% | $126,539+6.2% | $142,382-5.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.26% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,167 | $4,650+11.1% | $3,674+40.6% | $4,299+20.2% |
| Participant deferral / active EE | $9,537 | $4,767+100.1% | $4,083+133.6% | $6,507+46.6% |
| Admin fee / account holder | $1,437 | $6,918-79.2% | $6,065-76.3% | $12,624-88.6% |