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 | $91,952 | $180,749-49.1% | $160,784-42.8% | $137,256-33.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.89% | 2234.46%-2217.6pp | 1803.92%-1787.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,094 | $4,155-49.6% | $3,733-43.9% | $4,156-49.6% |
| Participant deferral / active EE | $8,915 | $6,844+30.3% | $6,293+41.7% | $6,407+39.2% |
| Admin fee / account holder | $3,133 | $10,397-69.9% | $9,717-67.8% | $12,270-74.5% |