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 | $56,779 | $198,466-71.4% | $170,442-66.7% | $147,584-61.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.82% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $5,066 | $6,184-18.1% | $5,433-6.7% | $4,876+3.9% |
| Participant deferral / active EE | $4,275 | $5,629-24.1% | $4,939-13.4% | $5,439-21.4% |
| Admin fee / account holder | $355 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |