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 | $97,808 | $209,411-53.3% | $178,490-45.2% | $158,922-38.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.99% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,062 | $5,706-63.9% | $5,011-58.8% | $4,761-56.7% |
| Participant deferral / active EE | $3,611 | $5,954-39.4% | $5,202-30.6% | $5,982-39.6% |
| Admin fee / account holder | $750 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |