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 | $103,214 | $198,466-48.0% | $170,442-39.4% | $147,584-30.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.61% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,589 | $6,184-74.3% | $5,433-70.7% | $4,876-67.4% |
| Participant deferral / active EE | $6,540 | $5,629+16.2% | $4,939+32.4% | $5,439+20.3% |
| Admin fee / account holder | $3,453 | $16,852-79.5% | $13,880-75.1% | $10,885-68.3% |