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 | $85,907 | $198,466-56.7% | $170,442-49.6% | $147,584-41.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.03% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,764 | $6,184-39.1% | $5,433-30.7% | $4,876-22.8% |
| Participant deferral / active EE | $4,347 | $5,629-22.8% | $4,939-12.0% | $5,439-20.1% |
| Admin fee / account holder | $2,693 | $16,852-84.0% | $13,880-80.6% | $10,885-75.3% |