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 | $33,949 | $209,411-83.8% | $178,490-81.0% | $158,922-78.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.30% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $6,762 | $5,706+18.5% | $5,011+35.0% | $4,761+42.0% |
| Participant deferral / active EE | $24,059 | $5,954+304.1% | $5,202+362.5% | $5,982+302.2% |
| Admin fee / account holder | $6,968 | $17,074-59.2% | $13,984-50.2% | $11,246-38.0% |