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 | $45,287 | $133,922-66.2% | $116,228-61.0% | $142,382-68.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.04% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,299 | $3,446-62.3% | $2,994-56.6% | $4,299-69.8% |
| Participant deferral / active EE | $3,358 | $5,672-40.8% | $4,953-32.2% | $6,507-48.4% |
| Admin fee / account holder | $15,039 | $14,945+0.6% | $11,989+25.4% | $12,624+19.1% |