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 | $49,517 | $148,534-66.7% | $135,903-63.6% | $139,434-64.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.06% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,664 | $5,243-30.1% | $4,856-24.5% | $4,751-22.9% |
| Participant deferral / active EE | $4,863 | $8,100-40.0% | $7,758-37.3% | $6,710-27.5% |
| Admin fee / account holder | $11,048 | $12,400-10.9% | $10,762+2.7% | $11,403-3.1% |