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 | $81,816 | $183,963-55.5% | $162,163-49.5% | $152,861-46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.12% | 150.76%-129.6pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $7,158 | $6,371+12.4% | $5,614+27.5% | $4,762+50.3% |
| Participant deferral / active EE | $3,241 | $8,034-59.7% | $7,298-55.6% | $5,850-44.6% |
| Admin fee / account holder | $1,099 | $13,121-91.6% | $10,843-89.9% | $11,596-90.5% |