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 | $41,773 | $209,411-80.1% | $178,490-76.6% | $158,922-73.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.89% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,384 | $5,706-58.2% | $5,011-52.4% | $4,761-49.9% |
| Participant deferral / active EE | $7,047 | $5,954+18.3% | $5,202+35.5% | $5,982+17.8% |
| Admin fee / account holder | $28,597 | $17,074+67.5% | $13,984+104.5% | $11,246+154.3% |