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 | $96,548 | $183,963-47.5% | $162,163-40.5% | $152,861-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.19% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $6,153 | $6,371-3.4% | $5,614+9.6% | $4,762+29.2% |
| Participant deferral / active EE | $14,747 | $8,034+83.6% | $7,298+102.1% | $5,850+152.1% |
| Admin fee / account holder | $16,097 | $13,121+22.7% | $10,843+48.5% | $11,596+38.8% |