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 | $95,545 | $176,056-45.7% | $159,436-40.1% | $167,490-43.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.84% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $7,436 | $5,297+40.4% | $4,829+54.0% | $4,837+53.7% |
| Participant deferral / active EE | $9,621 | $7,750+24.1% | $7,352+30.9% | $6,341+51.7% |
| Admin fee / account holder | $87,999 | $12,554+601.0% | $10,799+714.9% | $12,309+614.9% |