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 | $37,604 | $198,466-81.1% | $170,442-77.9% | $147,584-74.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.59% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,945 | $6,184-52.4% | $5,433-45.8% | $4,876-39.6% |
| Participant deferral / active EE | $6,951 | $5,629+23.5% | $4,939+40.7% | $5,439+27.8% |
| Admin fee / account holder | $335 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |