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 | $86,119 | $183,963-53.2% | $162,163-46.9% | $152,861-43.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.34% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,350 | $6,371-47.4% | $5,614-40.3% | $4,762-29.7% |
| Participant deferral / active EE | $7,483 | $8,034-6.9% | $7,298+2.5% | $5,850+27.9% |
| Admin fee / account holder | $10,562 | $13,121-19.5% | $10,843-2.6% | $11,596-8.9% |