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 | $93,457 | $198,466-52.9% | $170,442-45.2% | $147,584-36.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.24% | 257.29%-248.1pp | 205.93%-196.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $8,133 | $6,184+31.5% | $5,433+49.7% | $4,876+66.8% |
| Participant deferral / active EE | $4,233 | $5,629-24.8% | $4,939-14.3% | $5,439-22.2% |
| Admin fee / account holder | $1,186 | $16,852-93.0% | $13,880-91.5% | $10,885-89.1% |