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 | $53,840 | $217,402-75.2% | $185,823-71.0% | $167,490-67.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.76% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,274 | $5,873-61.3% | $5,167-56.0% | $4,837-53.0% |
| Participant deferral / active EE | $5,122 | $6,356-19.4% | $5,568-8.0% | $6,341-19.2% |
| Admin fee / account holder | $1,340 | $19,811-93.2% | $16,237-91.7% | $12,309-89.1% |