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 | $55,743 | $198,466-71.9% | $170,442-67.3% | $147,584-62.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.62% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $8,165 | $6,184+32.0% | $5,433+50.3% | $4,876+67.4% |
| Participant deferral / active EE | $6,722 | $5,629+19.4% | $4,939+36.1% | $5,439+23.6% |
| Admin fee / account holder | $363 | $16,852-97.8% | $13,880-97.4% | $10,885-96.7% |