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 | $112,717 | $180,449-37.5% | $154,107-26.9% | $135,375-16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.14% | 888.09%-881.9pp | 735.12%-729.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $1,691 | $6,035-72.0% | $5,298-68.1% | $4,779-64.6% |
| Participant deferral / active EE | $3,449 | $5,806-40.6% | $5,081-32.1% | $5,609-38.5% |
| Admin fee / account holder | $3,961 | $16,143-75.5% | $13,411-70.5% | $10,827-63.4% |