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 | $119,606 | $209,411-42.9% | $178,490-33.0% | $158,922-24.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.72% | 188.75%-182.0pp | 151.07%-144.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $11,311 | $5,706+98.2% | $5,011+125.7% | $4,761+137.6% |
| Participant deferral / active EE | $5,532 | $5,954-7.1% | $5,202+6.4% | $5,982-7.5% |
| Admin fee / account holder | $3,085 | $17,074-81.9% | $13,984-77.9% | $11,246-72.6% |