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 | $86,014 | $217,402-60.4% | $185,823-53.7% | $167,490-48.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.19% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,751 | $5,873-70.2% | $5,167-66.1% | $4,837-63.8% |
| Participant deferral / active EE | $8,908 | $6,356+40.1% | $5,568+60.0% | $6,341+40.5% |
| Admin fee / account holder | $1,191 | $19,811-94.0% | $16,237-92.7% | $12,309-90.3% |