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 | $134,599 | $198,466-32.2% | $170,442-21.0% | $147,584-8.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.65% | 257.29%-234.6pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $11,761 | $6,184+90.2% | $5,433+116.5% | $4,876+141.2% |
| Participant deferral / active EE | $2,933 | $5,629-47.9% | $4,939-40.6% | $5,439-46.1% |
| Admin fee / account holder | $7,893 | $16,852-53.2% | $13,880-43.1% | $10,885-27.5% |