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 | $68,225 | $180,749-62.3% | $160,784-57.6% | $137,256-50.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.43% | 2234.46%-2212.0pp | 1803.92%-1781.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $5,109 | $4,155+23.0% | $3,733+36.9% | $4,156+22.9% |
| Participant deferral / active EE | $4,587 | $6,844-33.0% | $6,293-27.1% | $6,407-28.4% |
| Admin fee / account holder | $16,316 | $10,397+56.9% | $9,717+67.9% | $12,270+33.0% |