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 | $79,967 | $198,466-59.7% | $170,442-53.1% | $147,584-45.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.58% | 257.29%-237.7pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,784 | $6,184-55.0% | $5,433-48.7% | $4,876-42.9% |
| Participant deferral / active EE | $5,836 | $5,629+3.7% | $4,939+18.2% | $5,439+7.3% |
| Admin fee / account holder | $4,930 | $16,852-70.7% | $13,880-64.5% | $10,885-54.7% |