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 | $42,411 | $159,602-73.4% | $150,045-71.7% | $142,382-70.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.09% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,692 | $4,961-45.7% | $4,693-42.6% | $4,299-37.4% |
| Participant deferral / active EE | $6,756 | $8,310-18.7% | $7,997-15.5% | $6,507+3.8% |
| Admin fee / account holder | $2,550 | $14,846-82.8% | $13,435-81.0% | $12,624-79.8% |