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 | $94,987 | $217,402-56.3% | $185,823-48.9% | $167,490-43.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.60% | 148.36%-135.8pp | 122.05%-109.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $11,495 | $5,873+95.7% | $5,167+122.5% | $4,837+137.6% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $8,354 | $19,811-57.8% | $16,237-48.6% | $12,309-32.1% |