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 | $40,314 | $217,402-81.5% | $185,823-78.3% | $167,490-75.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.57% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,224 | $5,873-45.1% | $5,167-37.6% | $4,837-33.4% |
| Participant deferral / active EE | $6,600 | $6,356+3.8% | $5,568+18.5% | $6,341+4.1% |
| Admin fee / account holder | $2,166 | $19,811-89.1% | $16,237-86.7% | $12,309-82.4% |