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 | $95,031 | $183,963-48.3% | $162,163-41.4% | $152,861-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.91% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $8,395 | $6,371+31.8% | $5,614+49.5% | $4,762+76.3% |
| Participant deferral / active EE | $6,878 | $8,034-14.4% | $7,298-5.8% | $5,850+17.6% |
| Admin fee / account holder | $6,619 | $13,121-49.6% | $10,843-39.0% | $11,596-42.9% |