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 | $61,607 | $226,064-72.7% | $182,532-66.2% | $152,861-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 11.95% | 192.51%-180.6pp | 148.54%-136.6pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,514 | $4,978-69.6% | $4,076-62.8% | $4,762-68.2% |
| Participant deferral / active EE | $6,522 | $6,368+2.4% | $5,524+18.1% | $5,850+11.5% |
| Admin fee / account holder | $1,394 | $10,703-87.0% | $8,592-83.8% | $11,596-88.0% |