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 | $147,344 | $183,963-19.9% | $162,163-9.1% | $152,861-3.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.49% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,927 | $6,371-38.4% | $5,614-30.0% | $4,762-17.5% |
| Participant deferral / active EE | $7,345 | $8,034-8.6% | $7,298+0.6% | $5,850+25.6% |
| Admin fee / account holder | $4,408 | $13,121-66.4% | $10,843-59.4% | $11,596-62.0% |