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 | $88,290 | $198,466-55.5% | $170,442-48.2% | $147,584-40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.98% | 257.29%-238.3pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $5,724 | $6,184-7.4% | $5,433+5.4% | $4,876+17.4% |
| Participant deferral / active EE | $10,596 | $5,629+88.2% | $4,939+114.5% | $5,439+94.8% |
| Admin fee / account holder | $892 | $16,852-94.7% | $13,880-93.6% | $10,885-91.8% |