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 | $72,635 | $209,411-65.3% | $178,490-59.3% | $158,922-54.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.37% | 188.75%-164.4pp | 151.07%-126.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,047 | $5,706-64.1% | $5,011-59.2% | $4,761-57.0% |
| Participant deferral / active EE | $5,420 | $5,954-9.0% | $5,202+4.2% | $5,982-9.4% |
| Admin fee / account holder | $3,732 | $17,074-78.1% | $13,984-73.3% | $11,246-66.8% |