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 | $91,300 | $209,411-56.4% | $178,490-48.8% | $158,922-42.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.20% | 188.75%-145.5pp | 151.07%-107.9pp | 302.83%-259.6pp |
| Employer contribution / active EE | $2,773 | $5,706-51.4% | $5,011-44.7% | $4,761-41.8% |
| Participant deferral / active EE | $9,865 | $5,954+65.7% | $5,202+89.7% | $5,982+64.9% |
| Admin fee / account holder | $5,561 | $17,074-67.4% | $13,984-60.2% | $11,246-50.6% |