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 | $114,345 | $198,466-42.4% | $170,442-32.9% | $147,584-22.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.15% | 257.29%-240.1pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $4,814 | $6,184-22.2% | $5,433-11.4% | $4,876-1.3% |
| Participant deferral / active EE | $7,923 | $5,629+40.7% | $4,939+60.4% | $5,439+45.7% |
| Admin fee / account holder | $1,861 | $16,852-89.0% | $13,880-86.6% | $10,885-82.9% |