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 | $74,058 | $159,602-53.6% | $150,045-50.6% | $142,382-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.52% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,914 | $4,961-41.3% | $4,693-37.9% | $4,299-32.2% |
| Participant deferral / active EE | $3,428 | $8,310-58.7% | $7,997-57.1% | $6,507-47.3% |
| Admin fee / account holder | $4,067 | $14,846-72.6% | $13,435-69.7% | $12,624-67.8% |