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 | $76,796 | $176,056-56.4% | $159,436-51.8% | $167,490-54.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.65% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $9,470 | $5,297+78.8% | $4,829+96.1% | $4,837+95.8% |
| Participant deferral / active EE | $6,872 | $7,750-11.3% | $7,352-6.5% | $6,341+8.4% |
| Admin fee / account holder | $2,879 | $12,554-77.1% | $10,799-73.3% | $12,309-76.6% |