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 | $112,169 | $198,466-43.5% | $170,442-34.2% | $147,584-24.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.37% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,936 | $6,184-52.5% | $5,433-46.0% | $4,876-39.8% |
| Participant deferral / active EE | $8,710 | $5,629+54.7% | $4,939+76.3% | $5,439+60.1% |
| Admin fee / account holder | $776 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |