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 | $103,190 | $183,963-43.9% | $162,163-36.4% | $152,861-32.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.91% | 150.76%-133.9pp | 115.59%-98.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,899 | $6,371-70.2% | $5,614-66.2% | $4,762-60.1% |
| Participant deferral / active EE | $4,943 | $8,034-38.5% | $7,298-32.3% | $5,850-15.5% |
| Admin fee / account holder | $991 | $13,121-92.4% | $10,843-90.9% | $11,596-91.5% |