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 | $122,012 | $202,432-39.7% | $169,368-28.0% | $139,434-12.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.64% | 531.74%-511.1pp | 405.60%-385.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,346 | $4,692-50.0% | $4,013-41.5% | $4,751-50.6% |
| Participant deferral / active EE | $7,302 | $6,938+5.2% | $6,221+17.4% | $6,710+8.8% |
| Admin fee / account holder | $482 | $10,708-95.5% | $9,003-94.7% | $11,403-95.8% |