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 | $96,225 | $209,411-54.0% | $178,490-46.1% | $158,922-39.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.68% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $5,422 | $5,706-5.0% | $5,011+8.2% | $4,761+13.9% |
| Participant deferral / active EE | $7,002 | $5,954+17.6% | $5,202+34.6% | $5,982+17.0% |
| Admin fee / account holder | $2,600 | $17,074-84.8% | $13,984-81.4% | $11,246-76.9% |