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 | $62,633 | $148,534-57.8% | $135,903-53.9% | $139,434-55.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.92% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $4,242 | $5,243-19.1% | $4,856-12.7% | $4,751-10.7% |
| Participant deferral / active EE | $4,323 | $8,100-46.6% | $7,758-44.3% | $6,710-35.6% |
| Admin fee / account holder | $2,356 | $12,400-81.0% | $10,762-78.1% | $11,403-79.3% |