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 | $58,437 | $183,963-68.2% | $162,163-64.0% | $152,861-61.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.35% | 150.76%-136.4pp | 115.59%-101.2pp | 345.32%-331.0pp |
| Employer contribution / active EE | $4,153 | $6,371-34.8% | $5,614-26.0% | $4,762-12.8% |
| Participant deferral / active EE | $4,012 | $8,034-50.1% | $7,298-45.0% | $5,850-31.4% |
| Admin fee / account holder | $3,682 | $13,121-71.9% | $10,843-66.0% | $11,596-68.3% |