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 | $68,168 | $198,466-65.7% | $170,442-60.0% | $147,584-53.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.14% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $8,934 | $6,184+44.5% | $5,433+64.5% | $4,876+83.2% |
| Participant deferral / active EE | $4,965 | $5,629-11.8% | $4,939+0.5% | $5,439-8.7% |
| Admin fee / account holder | $1,451 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |