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 | $132,595 | $198,466-33.2% | $170,442-22.2% | $147,584-10.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.93% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $9,997 | $6,184+61.7% | $5,433+84.0% | $4,876+105.0% |
| Participant deferral / active EE | $5,251 | $5,629-6.7% | $4,939+6.3% | $5,439-3.5% |
| Admin fee / account holder | $649 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |