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 | $111,250 | $159,901-30.4% | $146,958-24.3% | $145,922-23.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.27% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $15,391 | $5,286+191.2% | $4,933+212.0% | $4,660+230.3% |
| Participant deferral / active EE | $5,410 | $8,428-35.8% | $8,070-33.0% | $6,688-19.1% |
| Admin fee / account holder | $921 | $15,044-93.9% | $12,998-92.9% | $13,397-93.1% |