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 | $82,702 | $217,402-62.0% | $185,823-55.5% | $167,490-50.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.74% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $8,913 | $5,873+51.8% | $5,167+72.5% | $4,837+84.2% |
| Participant deferral / active EE | $4,833 | $6,356-24.0% | $5,568-13.2% | $6,341-23.8% |
| Admin fee / account holder | $14,928 | $19,811-24.6% | $16,237-8.1% | $12,309+21.3% |