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 | $97,170 | $226,064-57.0% | $182,532-46.8% | $152,861-36.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.32% | 192.51%-171.2pp | 148.54%-127.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,821 | $4,978-63.4% | $4,076-55.3% | $4,762-61.8% |
| Participant deferral / active EE | $8,924 | $6,368+40.1% | $5,524+61.5% | $5,850+52.5% |
| Admin fee / account holder | $989 | $10,703-90.8% | $8,592-88.5% | $11,596-91.5% |