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 | $77,933 | $183,519-57.5% | $155,509-49.9% | $145,922-46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,575 | $5,313-70.3% | $4,672-66.3% | $4,660-66.2% |
| Participant deferral / active EE | $5,405 | $6,462-16.4% | $5,626-3.9% | $6,688-19.2% |
| Admin fee / account holder | $461 | $19,313-97.6% | $15,912-97.1% | $13,397-96.6% |