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 | $103,352 | $226,064-54.3% | $182,532-43.4% | $152,861-32.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.37% | 192.51%-167.1pp | 148.54%-123.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,925 | $4,978-61.3% | $4,076-52.8% | $4,762-59.6% |
| Participant deferral / active EE | $6,938 | $6,368+9.0% | $5,524+25.6% | $5,850+18.6% |
| Admin fee / account holder | $1,725 | $10,703-83.9% | $8,592-79.9% | $11,596-85.1% |