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 | $93,227 | $180,749-48.4% | $160,784-42.0% | $137,256-32.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.37% | 2234.46%-2224.1pp | 1803.92%-1793.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $4,922 | $4,155+18.5% | $3,733+31.9% | $4,156+18.4% |
| Participant deferral / active EE | $6,217 | $6,844-9.2% | $6,293-1.2% | $6,407-3.0% |
| Admin fee / account holder | $8,610 | $10,397-17.2% | $9,717-11.4% | $12,270-29.8% |