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 | $110,811 | $209,411-47.1% | $178,490-37.9% | $158,922-30.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.78% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,507 | $5,706-38.5% | $5,011-30.0% | $4,761-26.3% |
| Participant deferral / active EE | $4,487 | $5,954-24.6% | $5,202-13.7% | $5,982-25.0% |
| Admin fee / account holder | $1,889 | $17,074-88.9% | $13,984-86.5% | $11,246-83.2% |