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 | $69,137 | $217,402-68.2% | $185,823-62.8% | $167,490-58.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.13% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,000 | $5,873-31.9% | $5,167-22.6% | $4,837-17.3% |
| Participant deferral / active EE | $5,125 | $6,356-19.4% | $5,568-7.9% | $6,341-19.2% |
| Admin fee / account holder | $9,883 | $19,811-50.1% | $16,237-39.1% | $12,309-19.7% |