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 | $78,799 | $209,411-62.4% | $178,490-55.9% | $158,922-50.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.43% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $7,617 | $5,706+33.5% | $5,011+52.0% | $4,761+60.0% |
| Participant deferral / active EE | $4,709 | $5,954-20.9% | $5,202-9.5% | $5,982-21.3% |
| Admin fee / account holder | $7,721 | $17,074-54.8% | $13,984-44.8% | $11,246-31.3% |