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 | $87,410 | $183,963-52.5% | $162,163-46.1% | $152,861-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.40% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $5,065 | $6,371-20.5% | $5,614-9.8% | $4,762+6.4% |
| Participant deferral / active EE | $4,339 | $8,034-46.0% | $7,298-40.5% | $5,850-25.8% |
| Admin fee / account holder | $10,882 | $13,121-17.1% | $10,843+0.4% | $11,596-6.2% |