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 | $66,359 | $209,411-68.3% | $178,490-62.8% | $158,922-58.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.17% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,185 | $5,706-26.7% | $5,011-16.5% | $4,761-12.1% |
| Participant deferral / active EE | $4,589 | $5,954-22.9% | $5,202-11.8% | $5,982-23.3% |
| Admin fee / account holder | $661 | $17,074-96.1% | $13,984-95.3% | $11,246-94.1% |