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 | $69,646 | $183,963-62.1% | $162,163-57.1% | $152,861-54.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.76% | 150.76%-135.0pp | 115.59%-99.8pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,591 | $6,371-43.6% | $5,614-36.0% | $4,762-24.6% |
| Participant deferral / active EE | $8,059 | $8,034+0.3% | $7,298+10.4% | $5,850+37.8% |
| Admin fee / account holder | $1,321 | $13,121-89.9% | $10,843-87.8% | $11,596-88.6% |