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 | $142,313 | $209,411-32.0% | $178,490-20.3% | $158,922-10.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.86% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $10,783 | $5,706+89.0% | $5,011+115.2% | $4,761+126.5% |
| Participant deferral / active EE | $8,194 | $5,954+37.6% | $5,202+57.5% | $5,982+37.0% |
| Admin fee / account holder | $1,448 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |