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 | $130,033 | $209,411-37.9% | $178,490-27.1% | $158,922-18.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.11% | 188.75%-174.6pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $9,527 | $5,706+67.0% | $5,011+90.1% | $4,761+100.1% |
| Participant deferral / active EE | $6,419 | $5,954+7.8% | $5,202+23.4% | $5,982+7.3% |
| Admin fee / account holder | $1,304 | $17,074-92.4% | $13,984-90.7% | $11,246-88.4% |