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 | $87,013 | $198,466-56.2% | $170,442-48.9% | $147,584-41.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.28% | 257.29%-230.0pp | 205.93%-178.7pp | 578.55%-551.3pp |
| Employer contribution / active EE | $14,714 | $6,184+138.0% | $5,433+170.8% | $4,876+201.8% |
| Participant deferral / active EE | $9,425 | $5,629+67.4% | $4,939+90.8% | $5,439+73.3% |
| Admin fee / account holder | $1,404 | $16,852-91.7% | $13,880-89.9% | $10,885-87.1% |