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 | $77,261 | $168,632-54.2% | $147,614-47.7% | $125,391-38.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.37% | 77.65%-77.3pp | 61.98%-61.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $3,535 | $6,252-43.5% | $5,564-36.5% | $4,866-27.4% |
| Participant deferral / active EE | $6,171 | $5,507+12.1% | $4,895+26.1% | $5,352+15.3% |
| Admin fee / account holder | $5,892 | $13,580-56.6% | $11,611-49.3% | $9,540-38.2% |