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 | $102,365 | $154,228-33.6% | $145,433-29.6% | $137,256-25.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,953 | $4,804+44.7% | $4,554+52.7% | $4,156+67.3% |
| Participant deferral / active EE | $6,139 | $8,216-25.3% | $7,897-22.3% | $6,407-4.2% |
| Admin fee / account holder | $497 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |