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 | $57,385 | $209,411-72.6% | $178,490-67.8% | $158,922-63.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.16% | 188.75%-153.6pp | 151.07%-115.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $2,324 | $5,706-59.3% | $5,011-53.6% | $4,761-51.2% |
| Participant deferral / active EE | $6,338 | $5,954+6.5% | $5,202+21.9% | $5,982+6.0% |
| Admin fee / account holder | $7,157 | $17,074-58.1% | $13,984-48.8% | $11,246-36.4% |