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 | $58,020 | $209,411-72.3% | $178,490-67.5% | $158,922-63.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.12% | 188.75%-163.6pp | 151.07%-126.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,146 | $5,706-62.4% | $5,011-57.2% | $4,761-54.9% |
| Participant deferral / active EE | $5,468 | $5,954-8.2% | $5,202+5.1% | $5,982-8.6% |
| Admin fee / account holder | $1,676 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |