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 | $74,023 | $209,411-64.7% | $178,490-58.5% | $158,922-53.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.57% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,468 | $5,706-56.8% | $5,011-50.7% | $4,761-48.2% |
| Participant deferral / active EE | $5,819 | $5,954-2.3% | $5,202+11.9% | $5,982-2.7% |
| Admin fee / account holder | $9,777 | $17,074-42.7% | $13,984-30.1% | $11,246-13.1% |