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 | $126,635 | $198,466-36.2% | $170,442-25.7% | $147,584-14.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.80% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $3,518 | $6,184-43.1% | $5,433-35.2% | $4,876-27.9% |
| Participant deferral / active EE | $11,934 | $5,629+112.0% | $4,939+141.6% | $5,439+119.4% |
| Admin fee / account holder | $866 | $16,852-94.9% | $13,880-93.8% | $10,885-92.0% |