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 | $126,620 | $198,466-36.2% | $170,442-25.7% | $147,584-14.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.91% | 257.29%-232.4pp | 205.93%-181.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $10,049 | $6,184+62.5% | $5,433+85.0% | $4,876+106.1% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $1,096 | $16,852-93.5% | $13,880-92.1% | $10,885-89.9% |