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 | $62,461 | $198,466-68.5% | $170,442-63.4% | $147,584-57.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.67% | 257.29%-239.6pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $6,116 | $6,184-1.1% | $5,433+12.6% | $4,876+25.4% |
| Participant deferral / active EE | $4,586 | $5,629-18.5% | $4,939-7.2% | $5,439-15.7% |
| Admin fee / account holder | $570 | $16,852-96.6% | $13,880-95.9% | $10,885-94.8% |