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 | $75,315 | $198,466-62.1% | $170,442-55.8% | $147,584-49.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.92% | 257.29%-246.4pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,538 | $6,184-75.1% | $5,433-71.7% | $4,876-68.5% |
| Participant deferral / active EE | $3,144 | $5,629-44.1% | $4,939-36.3% | $5,439-42.2% |
| Admin fee / account holder | $2,162 | $16,852-87.2% | $13,880-84.4% | $10,885-80.1% |