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 | $42,587 | $198,466-78.5% | $170,442-75.0% | $147,584-71.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.08% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $6,314 | $6,184+2.1% | $5,433+16.2% | $4,876+29.5% |
| Participant deferral / active EE | $3,865 | $5,629-31.4% | $4,939-21.8% | $5,439-28.9% |
| Admin fee / account holder | $1,199 | $16,852-92.9% | $13,880-91.4% | $10,885-89.0% |