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 | $80,472 | $209,411-61.6% | $178,490-54.9% | $158,922-49.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.93% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,831 | $5,706-50.4% | $5,011-43.5% | $4,761-40.5% |
| Participant deferral / active EE | $9,062 | $5,954+52.2% | $5,202+74.2% | $5,982+51.5% |
| Admin fee / account holder | $5,901 | $17,074-65.4% | $13,984-57.8% | $11,246-47.5% |