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 | $54,717 | $209,411-73.9% | $178,490-69.3% | $158,922-65.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.55% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $6,026 | $5,706+5.6% | $5,011+20.3% | $4,761+26.6% |
| Participant deferral / active EE | $15,000 | $5,954+151.9% | $5,202+188.4% | $5,982+150.7% |
| Admin fee / account holder | $1,102 | $17,074-93.5% | $13,984-92.1% | $11,246-90.2% |