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 | $73,581 | $217,402-66.2% | $185,823-60.4% | $167,490-56.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.79% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $6,508 | $5,873+10.8% | $5,167+26.0% | $4,837+34.5% |
| Participant deferral / active EE | $4,629 | $6,356-27.2% | $5,568-16.9% | $6,341-27.0% |
| Admin fee / account holder | $7,989 | $19,811-59.7% | $16,237-50.8% | $12,309-35.1% |