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 | $95,608 | $90,348+5.8% | $75,972+25.8% | $145,922-34.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.61% | 620.88%-605.3pp | 359.55%-343.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,279 | $3,311-31.2% | $2,685-15.1% | $4,660-51.1% |
| Participant deferral / active EE | $6,099 | $5,162+18.2% | $4,255+43.3% | $6,688-8.8% |
| Admin fee / account holder | $643 | $8,467-92.4% | $6,467-90.1% | $13,397-95.2% |