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 | $85,474 | $175,202-51.2% | $149,673-42.9% | $139,434-38.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.36% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,414 | $5,474-19.4% | $4,818-8.4% | $4,751-7.1% |
| Participant deferral / active EE | $5,920 | $6,519-9.2% | $5,680+4.2% | $6,710-11.8% |
| Admin fee / account holder | $470 | $16,150-97.1% | $13,210-96.4% | $11,403-95.9% |