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 | $78,957 | $180,749-56.3% | $160,784-50.9% | $137,256-42.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.20% | 2234.46%-2222.3pp | 1803.92%-1791.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,361 | $4,155-19.1% | $3,733-10.0% | $4,156-19.1% |
| Participant deferral / active EE | $5,835 | $6,844-14.7% | $6,293-7.3% | $6,407-8.9% |
| Admin fee / account holder | $24,458 | $10,397+135.2% | $9,717+151.7% | $12,270+99.3% |