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 | $83,988 | $209,411-59.9% | $178,490-52.9% | $158,922-47.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.15% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,347 | $5,706-58.9% | $5,011-53.2% | $4,761-50.7% |
| Participant deferral / active EE | $4,649 | $5,954-21.9% | $5,202-10.6% | $5,982-22.3% |
| Admin fee / account holder | $6,160 | $17,074-63.9% | $13,984-55.9% | $11,246-45.2% |