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 | $55,044 | $209,411-73.7% | $178,490-69.2% | $158,922-65.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.18% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $6,935 | $5,706+21.5% | $5,011+38.4% | $4,761+45.7% |
| Participant deferral / active EE | $5,815 | $5,954-2.3% | $5,202+11.8% | $5,982-2.8% |
| Admin fee / account holder | $3,244 | $17,074-81.0% | $13,984-76.8% | $11,246-71.2% |