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 | $94,346 | $217,402-56.6% | $185,823-49.2% | $167,490-43.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.39% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $7,725 | $5,873+31.5% | $5,167+49.5% | $4,837+59.7% |
| Participant deferral / active EE | $4,214 | $6,356-33.7% | $5,568-24.3% | $6,341-33.5% |
| Admin fee / account holder | $748 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |