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 | $60,838 | $209,411-70.9% | $178,490-65.9% | $158,922-61.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.64% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,175 | $5,706-61.9% | $5,011-56.6% | $4,761-54.3% |
| Participant deferral / active EE | $6,319 | $5,954+6.1% | $5,202+21.5% | $5,982+5.6% |
| Admin fee / account holder | $7,879 | $17,074-53.9% | $13,984-43.7% | $11,246-29.9% |