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 | $33,191 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.68% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,581 | $4,961-48.0% | $4,693-45.0% | $4,299-40.0% |
| Participant deferral / active EE | $4,734 | $8,310-43.0% | $7,997-40.8% | $6,507-27.2% |
| Admin fee / account holder | $1,351 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |