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 | $56,755 | $198,466-71.4% | $170,442-66.7% | $147,584-61.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.31% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,771 | $6,184-71.4% | $5,433-67.4% | $4,876-63.7% |
| Participant deferral / active EE | $7,439 | $5,629+32.1% | $4,939+50.6% | $5,439+36.8% |
| Admin fee / account holder | $3,369 | $16,852-80.0% | $13,880-75.7% | $10,885-69.0% |