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 | $73,122 | $209,411-65.1% | $178,490-59.0% | $158,922-54.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.87% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,557 | $5,706-55.2% | $5,011-49.0% | $4,761-46.3% |
| Participant deferral / active EE | $3,569 | $5,954-40.1% | $5,202-31.4% | $5,982-40.3% |
| Admin fee / account holder | $8,119 | $17,074-52.5% | $13,984-41.9% | $11,246-27.8% |