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 | $143,129 | $183,963-22.2% | $162,163-11.7% | $152,861-6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.23% | 150.76%-134.5pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $7,232 | $6,371+13.5% | $5,614+28.8% | $4,762+51.8% |
| Participant deferral / active EE | $4,963 | $8,034-38.2% | $7,298-32.0% | $5,850-15.2% |
| Admin fee / account holder | $44,836 | $13,121+241.7% | $10,843+313.5% | $11,596+286.6% |