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 | $87,680 | $180,749-51.5% | $160,784-45.5% | $137,256-36.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.63% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,292 | $4,155-44.8% | $3,733-38.6% | $4,156-44.9% |
| Participant deferral / active EE | $8,634 | $6,844+26.1% | $6,293+37.2% | $6,407+34.8% |
| Admin fee / account holder | $889 | $10,397-91.4% | $9,717-90.8% | $12,270-92.8% |