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 | $64,409 | $209,411-69.2% | $178,490-63.9% | $158,922-59.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.69% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $11,363 | $5,706+99.1% | $5,011+126.8% | $4,761+138.7% |
| Participant deferral / active EE | $7,086 | $5,954+19.0% | $5,202+36.2% | $5,982+18.5% |
| Admin fee / account holder | $1,015 | $17,074-94.1% | $13,984-92.7% | $11,246-91.0% |