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 | $149,850 | $183,963-18.5% | $162,163-7.6% | $152,861-2.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.34% | 150.76%-130.4pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $9,903 | $6,371+55.4% | $5,614+76.4% | $4,762+107.9% |
| Participant deferral / active EE | $5,484 | $8,034-31.7% | $7,298-24.9% | $5,850-6.3% |
| Admin fee / account holder | $581 | $13,121-95.6% | $10,843-94.6% | $11,596-95.0% |