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 | $77,097 | $175,202-56.0% | $149,673-48.5% | $139,434-44.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.80% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $6,518 | $5,474+19.1% | $4,818+35.3% | $4,751+37.2% |
| Participant deferral / active EE | $5,882 | $6,519-9.8% | $5,680+3.6% | $6,710-12.3% |
| Admin fee / account holder | $306 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |