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 | $132,083 | $198,466-33.4% | $170,442-22.5% | $147,584-10.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.98% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $10,614 | $6,184+71.7% | $5,433+95.4% | $4,876+117.7% |
| Participant deferral / active EE | $8,569 | $5,629+52.2% | $4,939+73.5% | $5,439+57.6% |
| Admin fee / account holder | $532 | $16,852-96.8% | $13,880-96.2% | $10,885-95.1% |