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 | $88,923 | $176,056-49.5% | $159,436-44.2% | $167,490-46.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.87% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,321 | $5,297+0.4% | $4,829+10.2% | $4,837+10.0% |
| Participant deferral / active EE | $16,284 | $7,750+110.1% | $7,352+121.5% | $6,341+156.8% |
| Admin fee / account holder | $3,074 | $12,554-75.5% | $10,799-71.5% | $12,309-75.0% |