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 | $63,876 | $209,411-69.5% | $178,490-64.2% | $158,922-59.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.05% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $9,854 | $5,706+72.7% | $5,011+96.7% | $4,761+107.0% |
| Participant deferral / active EE | $9,378 | $5,954+57.5% | $5,202+80.3% | $5,982+56.8% |
| Admin fee / account holder | $1,983 | $17,074-88.4% | $13,984-85.8% | $11,246-82.4% |