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 | $143,360 | $209,411-31.5% | $178,490-19.7% | $158,922-9.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.54% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,278 | $5,706-60.1% | $5,011-54.5% | $4,761-52.2% |
| Participant deferral / active EE | $6,000 | $5,954+0.8% | $5,202+15.3% | $5,982+0.3% |
| Admin fee / account holder | $2,125 | $17,074-87.6% | $13,984-84.8% | $11,246-81.1% |