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 | $78,890 | $217,402-63.7% | $185,823-57.5% | $167,490-52.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.98% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,461 | $5,873-41.1% | $5,167-33.0% | $4,837-28.5% |
| Participant deferral / active EE | $5,836 | $6,356-8.2% | $5,568+4.8% | $6,341-8.0% |
| Admin fee / account holder | $11,916 | $19,811-39.8% | $16,237-26.6% | $12,309-3.2% |