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 | $56,657 | $183,592-69.1% | $155,567-63.6% | $145,959-61.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $5,846 | $5,315+10.0% | $4,674+25.1% | $4,661+25.4% |
| Participant deferral / active EE | $6,167 | $6,464-4.6% | $5,628+9.6% | $6,689-7.8% |
| Admin fee / account holder | $54,978 | $19,318+184.6% | $15,916+245.4% | $13,398+310.3% |