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 | $52,919 | $157,256-66.3% | $141,162-62.5% | $152,861-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.31% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,002 | $5,261-61.9% | $4,735-57.7% | $4,762-58.0% |
| Participant deferral / active EE | $2,486 | $7,109-65.0% | $6,709-62.9% | $5,850-57.5% |
| Admin fee / account holder | $7,973 | $12,120-34.2% | $10,261-22.3% | $11,596-31.2% |