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 | $41,885 | $226,064-81.5% | $182,532-77.1% | $152,861-72.6% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.0%+17.0pp | 82.4%+12.6pp |
| Annual return | 19.02% | 192.51%-173.5pp | 148.54%-129.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,823 | $4,978-43.3% | $4,076-30.7% | $4,762-40.7% |
| Participant deferral / active EE | $2,137 | $6,368-66.4% | $5,524-61.3% | $5,850-63.5% |
| Admin fee / account holder | $1,737 | $10,703-83.8% | $8,592-79.8% | $11,596-85.0% |