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 | $37,778 | $165,584-77.2% | $142,942-73.6% | $137,256-72.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 12.18% | 164.22%-152.0pp | 113.70%-101.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,859 | $4,725-39.5% | $4,139-30.9% | $4,156-31.2% |
| Participant deferral / active EE | $4,014 | $8,194-51.0% | $7,128-43.7% | $6,407-37.3% |
| Admin fee / account holder | $2,078 | $16,167-87.1% | $12,475-83.3% | $12,270-83.1% |