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 | $75,044 | $198,466-62.2% | $170,442-56.0% | $147,584-49.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.18% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,596 | $6,184-58.0% | $5,433-52.2% | $4,876-46.8% |
| Participant deferral / active EE | $3,751 | $5,629-33.4% | $4,939-24.1% | $5,439-31.0% |
| Admin fee / account holder | $859 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |