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 | $133,992 | $209,411-36.0% | $178,490-24.9% | $158,922-15.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.22% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,305 | $5,706-59.6% | $5,011-54.0% | $4,761-51.6% |
| Participant deferral / active EE | $5,171 | $5,954-13.1% | $5,202-0.6% | $5,982-13.6% |
| Admin fee / account holder | $1,448 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |