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 | $83,800 | $209,411-60.0% | $178,490-53.1% | $158,922-47.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.17% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $6,362 | $5,706+11.5% | $5,011+27.0% | $4,761+33.6% |
| Participant deferral / active EE | $4,189 | $5,954-29.7% | $5,202-19.5% | $5,982-30.0% |
| Admin fee / account holder | $1,204 | $17,074-93.0% | $13,984-91.4% | $11,246-89.3% |