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 | $91,596 | $198,466-53.8% | $170,442-46.3% | $147,584-37.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.29% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $11,052 | $6,184+78.7% | $5,433+103.4% | $4,876+126.7% |
| Participant deferral / active EE | $6,503 | $5,629+15.5% | $4,939+31.6% | $5,439+19.6% |
| Admin fee / account holder | $421 | $16,852-97.5% | $13,880-97.0% | $10,885-96.1% |