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 | $95,284 | $209,411-54.5% | $178,490-46.6% | $158,922-40.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.28% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,930 | $5,706-48.7% | $5,011-41.5% | $4,761-38.5% |
| Participant deferral / active EE | $2,127 | $5,954-64.3% | $5,202-59.1% | $5,982-64.4% |
| Admin fee / account holder | $573 | $17,074-96.6% | $13,984-95.9% | $11,246-94.9% |