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 | $51,395 | $209,411-75.5% | $178,490-71.2% | $158,922-67.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.26% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,189 | $5,706-9.1% | $5,011+3.6% | $4,761+9.0% |
| Participant deferral / active EE | $8,836 | $5,954+48.4% | $5,202+69.9% | $5,982+47.7% |
| Admin fee / account holder | $314 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |