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 | $95,877 | $158,398-39.5% | $126,539-24.2% | $142,382-32.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.85% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,076 | $4,650-55.4% | $3,674-43.5% | $4,299-51.7% |
| Participant deferral / active EE | $5,557 | $4,767+16.6% | $4,083+36.1% | $6,507-14.6% |
| Admin fee / account holder | $13,410 | $6,918+93.8% | $6,065+121.1% | $12,624+6.2% |