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 | $52,536 | $209,411-74.9% | $178,490-70.6% | $158,922-66.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.56% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,703 | $5,706-52.6% | $5,011-46.1% | $4,761-43.2% |
| Participant deferral / active EE | $5,414 | $5,954-9.1% | $5,202+4.1% | $5,982-9.5% |
| Admin fee / account holder | $4,341 | $17,074-74.6% | $13,984-69.0% | $11,246-61.4% |