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 | $77,168 | $209,411-63.1% | $178,490-56.8% | $158,922-51.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.62% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,292 | $5,706-77.4% | $5,011-74.2% | $4,761-72.9% |
| Participant deferral / active EE | $6,460 | $5,954+8.5% | $5,202+24.2% | $5,982+8.0% |
| Admin fee / account holder | $2,481 | $17,074-85.5% | $13,984-82.3% | $11,246-77.9% |