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 | $110,007 | $183,963-40.2% | $162,163-32.2% | $152,861-28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.51% | 150.76%-135.3pp | 115.59%-100.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,964 | $6,371-37.8% | $5,614-29.4% | $4,762-16.8% |
| Participant deferral / active EE | $4,041 | $8,034-49.7% | $7,298-44.6% | $5,850-30.9% |
| Admin fee / account holder | $5,744 | $13,121-56.2% | $10,843-47.0% | $11,596-50.5% |