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 | $84,187 | $209,832-59.9% | $189,513-55.6% | $167,490-49.7% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 20.62% | 748.27%-727.6pp | 555.15%-534.5pp | 478.56%-457.9pp |
| Employer contribution / active EE | $12,653 | $6,914+83.0% | $6,162+105.3% | $4,837+161.6% |
| Participant deferral / active EE | $5,216 | $8,935-41.6% | $8,221-36.6% | $6,341-17.7% |
| Admin fee / account holder | $3,198 | $14,293-77.6% | $12,045-73.4% | $12,309-74.0% |