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 | $87,138 | $183,963-52.6% | $162,163-46.3% | $152,861-43.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.19% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,722 | $6,371-41.6% | $5,614-33.7% | $4,762-21.8% |
| Participant deferral / active EE | $4,406 | $8,034-45.2% | $7,298-39.6% | $5,850-24.7% |
| Admin fee / account holder | $4,698 | $13,121-64.2% | $10,843-56.7% | $11,596-59.5% |