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 | $81,004 | $198,466-59.2% | $170,442-52.5% | $147,584-45.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.02% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $3,727 | $6,184-39.7% | $5,433-31.4% | $4,876-23.6% |
| Participant deferral / active EE | $7,610 | $5,629+35.2% | $4,939+54.1% | $5,439+39.9% |
| Admin fee / account holder | $445 | $16,852-97.4% | $13,880-96.8% | $10,885-95.9% |