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 | $97,668 | $209,411-53.4% | $178,490-45.3% | $158,922-38.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.17% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $10,513 | $5,706+84.2% | $5,011+109.8% | $4,761+120.8% |
| Participant deferral / active EE | $7,440 | $5,954+25.0% | $5,202+43.0% | $5,982+24.4% |
| Admin fee / account holder | $2,000 | $17,074-88.3% | $13,984-85.7% | $11,246-82.2% |