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 | $60,300 | $198,466-69.6% | $170,442-64.6% | $147,584-59.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.34% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,790 | $6,184-38.7% | $5,433-30.2% | $4,876-22.3% |
| Participant deferral / active EE | $8,070 | $5,629+43.4% | $4,939+63.4% | $5,439+48.4% |
| Admin fee / account holder | $8,116 | $16,852-51.8% | $13,880-41.5% | $10,885-25.4% |