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 | $73,171 | $183,963-60.2% | $162,163-54.9% | $152,861-52.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 39.42% | 150.76%-111.3pp | 115.59%-76.2pp | 345.32%-305.9pp |
| Employer contribution / active EE | $1,833 | $6,371-71.2% | $5,614-67.4% | $4,762-61.5% |
| Participant deferral / active EE | $5,969 | $8,034-25.7% | $7,298-18.2% | $5,850+2.0% |
| Admin fee / account holder | $2,227 | $13,121-83.0% | $10,843-79.5% | $11,596-80.8% |