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 | $41,211 | $124,281-66.8% | $109,143-62.2% | $167,490-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 47.39% | 26.04%+21.4pp | 25.75%+21.6pp | 478.56%-431.2pp |
| Employer contribution / active EE | $3,550 | $4,207-15.6% | $3,722-4.6% | $4,837-26.6% |
| Participant deferral / active EE | $2,298 | $5,255-56.3% | $4,653-50.6% | $6,341-63.8% |
| Admin fee / account holder | $7,463 | $7,970-6.4% | $6,752+10.5% | $12,309-39.4% |