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 | $71,492 | $209,411-65.9% | $178,490-59.9% | $158,922-55.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.18% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $4,420 | $5,706-22.5% | $5,011-11.8% | $4,761-7.2% |
| Participant deferral / active EE | $4,453 | $5,954-25.2% | $5,202-14.4% | $5,982-25.6% |
| Admin fee / account holder | $6,296 | $17,074-63.1% | $13,984-55.0% | $11,246-44.0% |