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 | $65,025 | $198,466-67.2% | $170,442-61.8% | $147,584-55.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,875 | $6,184-69.7% | $5,433-65.5% | $4,876-61.6% |
| Participant deferral / active EE | $3,441 | $5,629-38.9% | $4,939-30.3% | $5,439-36.7% |
| Admin fee / account holder | $506 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |