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 | $56,332 | $198,466-71.6% | $170,442-66.9% | $147,584-61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.61% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,171 | $6,184-48.7% | $5,433-41.6% | $4,876-35.0% |
| Participant deferral / active EE | $3,630 | $5,629-35.5% | $4,939-26.5% | $5,439-33.3% |
| Admin fee / account holder | $859 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |