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 | $146,351 | $183,963-20.4% | $162,163-9.8% | $152,861-4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.89% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,009 | $6,371-52.8% | $5,614-46.4% | $4,762-36.8% |
| Participant deferral / active EE | $6,600 | $8,034-17.8% | $7,298-9.6% | $5,850+12.8% |
| Admin fee / account holder | $3,513 | $13,121-73.2% | $10,843-67.6% | $11,596-69.7% |