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 | $85,749 | $138,065-37.9% | $123,544-30.6% | $135,375-36.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.44% | 153.68%-152.2pp | 119.20%-117.8pp | 519.73%-518.3pp |
| Employer contribution / active EE | $1,100 | $5,151-78.6% | $4,628-76.2% | $4,779-77.0% |
| Participant deferral / active EE | $3,050 | $6,799-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $1,285 | $10,916-88.2% | $9,284-86.2% | $10,827-88.1% |