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 | $82,812 | $198,466-58.3% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.52% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $6,781 | $6,184+9.7% | $5,433+24.8% | $4,876+39.1% |
| Participant deferral / active EE | $5,421 | $5,629-3.7% | $4,939+9.8% | $5,439-0.3% |
| Admin fee / account holder | $317 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |