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 | $98,201 | $209,411-53.1% | $178,490-45.0% | $158,922-38.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.25% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,789 | $5,706-33.6% | $5,011-24.4% | $4,761-20.4% |
| Participant deferral / active EE | $11,242 | $5,954+88.8% | $5,202+116.1% | $5,982+87.9% |
| Admin fee / account holder | $1,437 | $17,074-91.6% | $13,984-89.7% | $11,246-87.2% |