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 | $76,480 | $209,411-63.5% | $178,490-57.2% | $158,922-51.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.42% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $12,282 | $5,706+115.2% | $5,011+145.1% | $4,761+158.0% |
| Participant deferral / active EE | $9,591 | $5,954+61.1% | $5,202+84.4% | $5,982+60.3% |
| Admin fee / account holder | $4,647 | $17,074-72.8% | $13,984-66.8% | $11,246-58.7% |