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 | $80,496 | $198,466-59.4% | $170,442-52.8% | $147,584-45.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.24% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,488 | $6,184-43.6% | $5,433-35.8% | $4,876-28.5% |
| Participant deferral / active EE | $6,464 | $5,629+14.8% | $4,939+30.9% | $5,439+18.9% |
| Admin fee / account holder | $416 | $16,852-97.5% | $13,880-97.0% | $10,885-96.2% |