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 | $109,695 | $209,411-47.6% | $178,490-38.5% | $158,922-31.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.19% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,623 | $5,706-71.6% | $5,011-67.6% | $4,761-65.9% |
| Participant deferral / active EE | $6,190 | $5,954+4.0% | $5,202+19.0% | $5,982+3.5% |
| Admin fee / account holder | $2,835 | $17,074-83.4% | $13,984-79.7% | $11,246-74.8% |