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 | $98,470 | $217,402-54.7% | $185,823-47.0% | $167,490-41.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.46% | 148.36%-128.9pp | 122.05%-102.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $4,120 | $5,873-29.8% | $5,167-20.3% | $4,837-14.8% |
| Participant deferral / active EE | $9,628 | $6,356+51.5% | $5,568+72.9% | $6,341+51.8% |
| Admin fee / account holder | $457 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |