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 | $85,281 | $183,963-53.6% | $162,163-47.4% | $152,861-44.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.83% | 150.76%-133.9pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,858 | $6,371-8.1% | $5,614+4.3% | $4,762+23.0% |
| Participant deferral / active EE | $3,724 | $8,034-53.6% | $7,298-49.0% | $5,850-36.3% |
| Admin fee / account holder | $4,241 | $13,121-67.7% | $10,843-60.9% | $11,596-63.4% |