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 | $60,926 | $183,963-66.9% | $162,163-62.4% | $152,861-60.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.80% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,052 | $6,371-67.8% | $5,614-63.4% | $4,762-56.9% |
| Participant deferral / active EE | $9,306 | $8,034+15.8% | $7,298+27.5% | $5,850+59.1% |
| Admin fee / account holder | $543 | $13,121-95.9% | $10,843-95.0% | $11,596-95.3% |