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 | $96,889 | $209,411-53.7% | $178,490-45.7% | $158,922-39.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.31% | 188.75%-166.4pp | 151.07%-128.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,529 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $6,295 | $5,954+5.7% | $5,202+21.0% | $5,982+5.2% |
| Admin fee / account holder | $319 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |