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 | $56,505 | $209,411-73.0% | $178,490-68.3% | $158,922-64.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.43% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,627 | $5,706-71.5% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $6,801 | $5,954+14.2% | $5,202+30.8% | $5,982+13.7% |
| Admin fee / account holder | $2,159 | $17,074-87.4% | $13,984-84.6% | $11,246-80.8% |