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 | $96,123 | $209,411-54.1% | $178,490-46.1% | $158,922-39.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.13% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $10,944 | $5,706+91.8% | $5,011+118.4% | $4,761+129.9% |
| Participant deferral / active EE | $8,007 | $5,954+34.5% | $5,202+53.9% | $5,982+33.8% |
| Admin fee / account holder | $1,995 | $17,074-88.3% | $13,984-85.7% | $11,246-82.3% |