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 | $86,710 | $228,332-62.0% | $185,823-53.3% | $158,922-45.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.94% | 40.80%-21.9pp | 35.95%-17.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $9,468 | $4,967+90.6% | $4,087+131.6% | $4,761+98.9% |
| Participant deferral / active EE | $6,850 | $6,415+6.8% | $5,632+21.6% | $5,982+14.5% |
| Admin fee / account holder | $488 | $11,864-95.9% | $9,500-94.9% | $11,246-95.7% |