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 | $61,237 | $198,466-69.1% | $170,442-64.1% | $147,584-58.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.79% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,669 | $6,184-73.0% | $5,433-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $4,347 | $5,629-22.8% | $4,939-12.0% | $5,439-20.1% |
| Admin fee / account holder | $1,316 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |