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 | $50,480 | $177,572-71.6% | $154,803-67.4% | $142,382-64.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.40% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,687 | $4,810-64.9% | $4,305-60.8% | $4,299-60.8% |
| Participant deferral / active EE | $2,983 | $6,272-52.4% | $5,540-46.2% | $6,507-54.2% |
| Admin fee / account holder | $11,311 | $16,786-32.6% | $14,329-21.1% | $12,624-10.4% |