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 | $94,275 | $217,402-56.6% | $185,823-49.3% | $167,490-43.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.86% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,415 | $5,873-75.9% | $5,167-72.6% | $4,837-70.8% |
| Participant deferral / active EE | $13,325 | $6,356+109.6% | $5,568+139.3% | $6,341+110.1% |
| Admin fee / account holder | $589 | $19,811-97.0% | $16,237-96.4% | $12,309-95.2% |