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 | $111,737 | $202,432-44.8% | $169,368-34.0% | $139,434-19.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 531.74%-513.5pp | 405.60%-387.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $6,912 | $4,692+47.3% | $4,013+72.3% | $4,751+45.5% |
| Participant deferral / active EE | $3,686 | $6,938-46.9% | $6,221-40.8% | $6,710-45.1% |
| Admin fee / account holder | $4,686 | $10,708-56.2% | $9,003-48.0% | $11,403-58.9% |