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 | $59,280 | $148,534-60.1% | $135,903-56.4% | $139,434-57.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.45% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,213 | $5,243-38.7% | $4,856-33.8% | $4,751-32.4% |
| Participant deferral / active EE | $4,957 | $8,100-38.8% | $7,758-36.1% | $6,710-26.1% |
| Admin fee / account holder | $979 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |