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 | $57,776 | $209,411-72.4% | $178,490-67.6% | $158,922-63.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.01% | 188.75%-152.7pp | 151.07%-115.1pp | 302.83%-266.8pp |
| Employer contribution / active EE | $7,361 | $5,706+29.0% | $5,011+46.9% | $4,761+54.6% |
| Participant deferral / active EE | $7,150 | $5,954+20.1% | $5,202+37.5% | $5,982+19.5% |
| Admin fee / account holder | $2,051 | $17,074-88.0% | $13,984-85.3% | $11,246-81.8% |