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 | $97,117 | $198,466-51.1% | $170,442-43.0% | $147,584-34.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,667 | $6,184-40.7% | $5,433-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $10,743 | $5,629+90.8% | $4,939+117.5% | $5,439+97.5% |
| Admin fee / account holder | $21,606 | $16,852+28.2% | $13,880+55.7% | $10,885+98.5% |