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 | $120,173 | $217,402-44.7% | $185,823-35.3% | $167,490-28.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.24% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $7,649 | $5,873+30.2% | $5,167+48.0% | $4,837+58.1% |
| Participant deferral / active EE | $3,774 | $6,356-40.6% | $5,568-32.2% | $6,341-40.5% |
| Admin fee / account holder | $1,515 | $19,811-92.4% | $16,237-90.7% | $12,309-87.7% |