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 | $86,018 | $175,202-50.9% | $149,673-42.5% | $139,434-38.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.93% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $12,560 | $5,474+129.4% | $4,818+160.7% | $4,751+164.4% |
| Participant deferral / active EE | $6,113 | $6,519-6.2% | $5,680+7.6% | $6,710-8.9% |
| Admin fee / account holder | $668 | $16,150-95.9% | $13,210-94.9% | $11,403-94.1% |