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 | $66,987 | $183,963-63.6% | $162,163-58.7% | $152,861-56.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.27% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,876 | $6,371-54.9% | $5,614-48.8% | $4,762-39.6% |
| Participant deferral / active EE | $6,139 | $8,034-23.6% | $7,298-15.9% | $5,850+4.9% |
| Admin fee / account holder | $11,315 | $13,121-13.8% | $10,843+4.4% | $11,596-2.4% |