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 | $63,195 | $176,056-64.1% | $159,436-60.4% | $167,490-62.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.72% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,543 | $5,297-52.0% | $4,829-47.3% | $4,837-47.4% |
| Participant deferral / active EE | $10,097 | $7,750+30.3% | $7,352+37.3% | $6,341+59.2% |
| Admin fee / account holder | $4,557 | $12,554-63.7% | $10,799-57.8% | $12,309-63.0% |