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 | $61,482 | $106,584-42.3% | $101,326-39.3% | $142,382-56.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 73.84% | 36.93%+36.9pp | 36.82%+37.0pp | 217.08%-143.2pp |
| Employer contribution / active EE | $2,882 | $3,956-27.2% | $3,665-21.4% | $4,299-33.0% |
| Participant deferral / active EE | $8,308 | $8,297+0.1% | $7,994+3.9% | $6,507+27.7% |
| Admin fee / account holder | $1,070 | $11,446-90.6% | $11,185-90.4% | $12,624-91.5% |