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 | $51,503 | $209,411-75.4% | $178,490-71.1% | $158,922-67.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.54% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,381 | $5,706-40.8% | $5,011-32.5% | $4,761-29.0% |
| Participant deferral / active EE | $7,811 | $5,954+31.2% | $5,202+50.2% | $5,982+30.6% |
| Admin fee / account holder | $1,310 | $17,074-92.3% | $13,984-90.6% | $11,246-88.4% |