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 | $119,178 | $198,466-40.0% | $170,442-30.1% | $147,584-19.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.16% | 257.29%-246.1pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,224 | $6,184-64.0% | $5,433-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $7,642 | $5,629+35.8% | $4,939+54.7% | $5,439+40.5% |
| Admin fee / account holder | $1,142 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |