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 | $72,049 | $209,411-65.6% | $178,490-59.6% | $158,922-54.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.44% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $6,257 | $5,706+9.6% | $5,011+24.9% | $4,761+31.4% |
| Participant deferral / active EE | $8,081 | $5,954+35.7% | $5,202+55.4% | $5,982+35.1% |
| Admin fee / account holder | $9,877 | $17,074-42.2% | $13,984-29.4% | $11,246-12.2% |