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 | $88,729 | $217,402-59.2% | $185,823-52.3% | $167,490-47.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.32% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $7,879 | $5,873+34.2% | $5,167+52.5% | $4,837+62.9% |
| Participant deferral / active EE | $5,480 | $6,356-13.8% | $5,568-1.6% | $6,341-13.6% |
| Admin fee / account holder | $2,329 | $19,811-88.2% | $16,237-85.7% | $12,309-81.1% |