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 | $95,062 | $209,411-54.6% | $178,490-46.7% | $158,922-40.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.81% | 188.75%-176.9pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,145 | $5,706-44.9% | $5,011-37.2% | $4,761-33.9% |
| Participant deferral / active EE | $9,436 | $5,954+58.5% | $5,202+81.4% | $5,982+57.7% |
| Admin fee / account holder | $37,527 | $17,074+119.8% | $13,984+168.4% | $11,246+233.7% |