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 | $130,251 | $202,432-35.7% | $169,368-23.1% | $139,434-6.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.70% | 531.74%-513.0pp | 405.60%-386.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $9,202 | $4,692+96.1% | $4,013+129.3% | $4,751+93.7% |
| Participant deferral / active EE | $5,055 | $6,938-27.1% | $6,221-18.7% | $6,710-24.7% |
| Admin fee / account holder | $6,104 | $10,708-43.0% | $9,003-32.2% | $11,403-46.5% |