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 | $72,214 | $158,398-54.4% | $126,539-42.9% | $142,382-49.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.43% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,587 | $4,650-44.4% | $3,674-29.6% | $4,299-39.8% |
| Participant deferral / active EE | $6,938 | $4,767+45.6% | $4,083+69.9% | $6,507+6.6% |
| Admin fee / account holder | $7,104 | $6,918+2.7% | $6,065+17.1% | $12,624-43.7% |