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 | $53,864 | $209,411-74.3% | $178,490-69.8% | $158,922-66.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.63% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,722 | $5,706-69.8% | $5,011-65.6% | $4,761-63.8% |
| Participant deferral / active EE | $8,019 | $5,954+34.7% | $5,202+54.2% | $5,982+34.1% |
| Admin fee / account holder | $4,004 | $17,074-76.6% | $13,984-71.4% | $11,246-64.4% |