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 | $95,666 | $209,411-54.3% | $178,490-46.4% | $158,922-39.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.15% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $10,173 | $5,706+78.3% | $5,011+103.0% | $4,761+113.7% |
| Participant deferral / active EE | $7,257 | $5,954+21.9% | $5,202+39.5% | $5,982+21.3% |
| Admin fee / account holder | $2,371 | $17,074-86.1% | $13,984-83.0% | $11,246-78.9% |