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 | $145,787 | $198,466-26.5% | $170,442-14.5% | $147,584-1.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.78% | 257.29%-237.5pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $7,839 | $6,184+26.8% | $5,433+44.3% | $4,876+60.8% |
| Participant deferral / active EE | $12,515 | $5,629+122.3% | $4,939+153.4% | $5,439+130.1% |
| Admin fee / account holder | $1,825 | $16,852-89.2% | $13,880-86.8% | $10,885-83.2% |