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 | $129,746 | $183,963-29.5% | $162,163-20.0% | $152,861-15.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.40% | 150.76%-136.4pp | 115.59%-101.2pp | 345.32%-330.9pp |
| Employer contribution / active EE | $10,540 | $6,371+65.4% | $5,614+87.8% | $4,762+121.3% |
| Participant deferral / active EE | $7,143 | $8,034-11.1% | $7,298-2.1% | $5,850+22.1% |
| Admin fee / account holder | $5,851 | $13,121-55.4% | $10,843-46.0% | $11,596-49.5% |