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 | $85,034 | $183,519-53.7% | $155,509-45.3% | $145,922-41.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $8,670 | $5,313+63.2% | $4,672+85.6% | $4,660+86.1% |
| Participant deferral / active EE | $6,213 | $6,462-3.9% | $5,626+10.4% | $6,688-7.1% |
| Admin fee / account holder | $3,510 | $19,313-81.8% | $15,912-77.9% | $13,397-73.8% |