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 | $69,378 | $209,411-66.9% | $178,490-61.1% | $158,922-56.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.58% | 188.75%-164.2pp | 151.07%-126.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $10,784 | $5,706+89.0% | $5,011+115.2% | $4,761+126.5% |
| Participant deferral / active EE | $5,777 | $5,954-3.0% | $5,202+11.1% | $5,982-3.4% |
| Admin fee / account holder | $35,441 | $17,074+107.6% | $13,984+153.4% | $11,246+215.1% |