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 | $60,954 | $209,411-70.9% | $178,490-65.9% | $158,922-61.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.61% | 188.75%-180.1pp | 151.07%-142.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,020 | $5,706-47.1% | $5,011-39.7% | $4,761-36.6% |
| Participant deferral / active EE | $4,617 | $5,954-22.5% | $5,202-11.2% | $5,982-22.8% |
| Admin fee / account holder | $1,372 | $17,074-92.0% | $13,984-90.2% | $11,246-87.8% |