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 | $57,503 | $111,754-48.5% | $103,333-44.4% | $145,922-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.69% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,754 | $4,212-10.9% | $3,868-2.9% | $4,660-19.4% |
| Participant deferral / active EE | $3,754 | $5,619-33.2% | $5,057-25.8% | $6,688-43.9% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,355-92.9% | $13,397-95.6% |