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 | $40,866 | $209,411-80.5% | $178,490-77.1% | $158,922-74.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.52% | 188.75%-172.2pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,268 | $5,706-60.2% | $5,011-54.7% | $4,761-52.4% |
| Participant deferral / active EE | $6,256 | $5,954+5.1% | $5,202+20.3% | $5,982+4.6% |
| Admin fee / account holder | $2,979 | $17,074-82.6% | $13,984-78.7% | $11,246-73.5% |