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 | $134,257 | $209,411-35.9% | $178,490-24.8% | $158,922-15.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.93% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $10,050 | $5,706+76.1% | $5,011+100.6% | $4,761+111.1% |
| Participant deferral / active EE | $4,930 | $5,954-17.2% | $5,202-5.2% | $5,982-17.6% |
| Admin fee / account holder | $2,510 | $17,074-85.3% | $13,984-82.0% | $11,246-77.7% |