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 | $32,973 | $198,466-83.4% | $170,442-80.7% | $147,584-77.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.46% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,936 | $6,184-20.2% | $5,433-9.1% | $4,876+1.2% |
| Participant deferral / active EE | $3,247 | $5,629-42.3% | $4,939-34.3% | $5,439-40.3% |
| Admin fee / account holder | $454 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |