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 | $69,544 | $209,411-66.8% | $178,490-61.0% | $158,922-56.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.41% | 188.75%-174.3pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,998 | $5,706-12.4% | $5,011-0.3% | $4,761+5.0% |
| Participant deferral / active EE | $3,670 | $5,954-38.4% | $5,202-29.4% | $5,982-38.6% |
| Admin fee / account holder | $44,878 | $17,074+162.8% | $13,984+220.9% | $11,246+299.1% |