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 | $140,120 | $209,411-33.1% | $178,490-21.5% | $158,922-11.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.02% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,626 | $5,706-71.5% | $5,011-67.6% | $4,761-65.9% |
| Participant deferral / active EE | $9,679 | $5,954+62.6% | $5,202+86.1% | $5,982+61.8% |
| Admin fee / account holder | $1,127 | $17,074-93.4% | $13,984-91.9% | $11,246-90.0% |