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 | $64,716 | $198,466-67.4% | $170,442-62.0% | $147,584-56.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.95% | 257.29%-235.3pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $6,375 | $6,184+3.1% | $5,433+17.3% | $4,876+30.7% |
| Participant deferral / active EE | $9,154 | $5,629+62.6% | $4,939+85.3% | $5,439+68.3% |
| Admin fee / account holder | $405 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |