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 | $143,581 | $217,402-34.0% | $185,823-22.7% | $167,490-14.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.50% | 148.36%-123.9pp | 122.05%-97.6pp | 478.56%-454.1pp |
| Employer contribution / active EE | $8,968 | $5,873+52.7% | $5,167+73.5% | $4,837+85.4% |
| Participant deferral / active EE | $4,333 | $6,356-31.8% | $5,568-22.2% | $6,341-31.7% |
| Admin fee / account holder | $6,239 | $19,811-68.5% | $16,237-61.6% | $12,309-49.3% |