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 | $85,446 | $209,411-59.2% | $178,490-52.1% | $158,922-46.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.67% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,604 | $5,706-36.8% | $5,011-28.1% | $4,761-24.3% |
| Participant deferral / active EE | $11,966 | $5,954+101.0% | $5,202+130.0% | $5,982+100.0% |
| Admin fee / account holder | $1,295 | $17,074-92.4% | $13,984-90.7% | $11,246-88.5% |