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 | $94,134 | $175,202-46.3% | $149,673-37.1% | $139,434-32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.06% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $11,552 | $5,474+111.0% | $4,818+139.8% | $4,751+143.2% |
| Participant deferral / active EE | $6,904 | $6,519+5.9% | $5,680+21.5% | $6,710+2.9% |
| Admin fee / account holder | $747 | $16,150-95.4% | $13,210-94.3% | $11,403-93.4% |