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 | $76,021 | $198,466-61.7% | $170,442-55.4% | $147,584-48.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.87% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,801 | $6,184-38.5% | $5,433-30.0% | $4,876-22.0% |
| Participant deferral / active EE | $13,212 | $5,629+134.7% | $4,939+167.5% | $5,439+142.9% |
| Admin fee / account holder | $3,885 | $16,852-76.9% | $13,880-72.0% | $10,885-64.3% |