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 | $116,052 | $183,963-36.9% | $162,163-28.4% | $152,861-24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.03% | 150.76%-135.7pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $8,075 | $6,371+26.8% | $5,614+43.9% | $4,762+69.6% |
| Participant deferral / active EE | $4,649 | $8,034-42.1% | $7,298-36.3% | $5,850-20.5% |
| Admin fee / account holder | $84,981 | $13,121+547.6% | $10,843+683.8% | $11,596+632.8% |