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 9-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 | $79,055 | $209,411-62.2% | $178,490-55.7% | $158,922-50.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.88% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,737 | $5,706+18.1% | $5,011+34.5% | $4,761+41.5% |
| Participant deferral / active EE | $4,478 | $5,954-24.8% | $5,202-13.9% | $5,982-25.1% |
| Admin fee / account holder | $10,110 | $17,074-40.8% | $13,984-27.7% | $11,246-10.1% |