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 | $56,094 | $209,411-73.2% | $178,490-68.6% | $158,922-64.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.33% | 188.75%-167.4pp | 151.07%-129.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $12,627 | $5,706+121.3% | $5,011+152.0% | $4,761+165.2% |
| Participant deferral / active EE | $5,696 | $5,954-4.3% | $5,202+9.5% | $5,982-4.8% |
| Admin fee / account holder | $5,329 | $17,074-68.8% | $13,984-61.9% | $11,246-52.6% |