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 | $54,695 | $209,411-73.9% | $178,490-69.4% | $158,922-65.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.84% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $7,726 | $5,706+35.4% | $5,011+54.2% | $4,761+62.3% |
| Participant deferral / active EE | $5,094 | $5,954-14.4% | $5,202-2.1% | $5,982-14.8% |
| Admin fee / account holder | $391 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |