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 | $58,216 | $177,572-67.2% | $154,803-62.4% | $142,382-59.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.89% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,419 | $4,810-70.5% | $4,305-67.0% | $4,299-67.0% |
| Participant deferral / active EE | $2,698 | $6,272-57.0% | $5,540-51.3% | $6,507-58.5% |
| Admin fee / account holder | $7,367 | $16,786-56.1% | $14,329-48.6% | $12,624-41.6% |