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 | $76,079 | $88,710-14.2% | $81,783-7.0% | $145,959-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.08% | 1027.26%-1016.2pp | 775.05%-764.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $942 | $3,083-69.4% | $2,913-67.7% | $4,661-79.8% |
| Participant deferral / active EE | $5,814 | $4,645+25.2% | $4,320+34.6% | $6,689-13.1% |
| Admin fee / account holder | $9,928 | $8,407+18.1% | $7,380+34.5% | $13,398-25.9% |