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 | $99,457 | $183,963-45.9% | $162,163-38.7% | $152,861-34.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.57% | 150.76%-118.2pp | 115.59%-83.0pp | 345.32%-312.8pp |
| Employer contribution / active EE | $6,087 | $6,371-4.4% | $5,614+8.4% | $4,762+27.8% |
| Participant deferral / active EE | $12,520 | $8,034+55.8% | $7,298+71.6% | $5,850+114.0% |
| Admin fee / account holder | $558 | $13,121-95.7% | $10,843-94.9% | $11,596-95.2% |