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 | $92,342 | $198,466-53.5% | $170,442-45.8% | $147,584-37.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.35% | 257.29%-243.9pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,647 | $6,184-57.2% | $5,433-51.3% | $4,876-45.7% |
| Participant deferral / active EE | $7,415 | $5,629+31.7% | $4,939+50.1% | $5,439+36.3% |
| Admin fee / account holder | $4,910 | $16,852-70.9% | $13,880-64.6% | $10,885-54.9% |