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 | $88,460 | $226,064-60.9% | $182,532-51.5% | $152,861-42.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.80% | 192.51%-172.7pp | 148.54%-128.7pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,747 | $4,978-64.9% | $4,076-57.1% | $4,762-63.3% |
| Participant deferral / active EE | $6,825 | $6,368+7.2% | $5,524+23.5% | $5,850+16.7% |
| Admin fee / account holder | $1,106 | $10,703-89.7% | $8,592-87.1% | $11,596-90.5% |