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 | $35,861 | $176,056-79.6% | $159,436-77.5% | $167,490-78.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.04% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,249 | $5,297-76.4% | $4,829-74.1% | $4,837-74.2% |
| Participant deferral / active EE | $4,352 | $7,750-43.8% | $7,352-40.8% | $6,341-31.4% |
| Admin fee / account holder | $352 | $12,554-97.2% | $10,799-96.7% | $12,309-97.1% |