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 | $88,532 | $209,411-57.7% | $178,490-50.4% | $158,922-44.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.30% | 188.75%-157.5pp | 151.07%-119.8pp | 302.83%-271.5pp |
| Employer contribution / active EE | $10,122 | $5,706+77.4% | $5,011+102.0% | $4,761+112.6% |
| Participant deferral / active EE | $7,748 | $5,954+30.1% | $5,202+49.0% | $5,982+29.5% |
| Admin fee / account holder | $6,055 | $17,074-64.5% | $13,984-56.7% | $11,246-46.2% |