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 | $95,462 | $217,402-56.1% | $185,823-48.6% | $167,490-43.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.53% | 148.36%-123.8pp | 122.05%-97.5pp | 478.56%-454.0pp |
| Employer contribution / active EE | $11,464 | $5,873+95.2% | $5,167+121.9% | $4,837+137.0% |
| Participant deferral / active EE | $7,623 | $6,356+19.9% | $5,568+36.9% | $6,341+20.2% |
| Admin fee / account holder | $2,063 | $19,811-89.6% | $16,237-87.3% | $12,309-83.2% |