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 | $76,827 | $201,272-61.8% | $184,203-58.3% | $145,922-47.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.43% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $9,000 | $7,022+28.2% | $6,427+40.0% | $4,660+93.1% |
| Participant deferral / active EE | $8,350 | $9,806-14.8% | $9,131-8.6% | $6,688+24.9% |
| Admin fee / account holder | $1,017 | $16,364-93.8% | $13,901-92.7% | $13,397-92.4% |