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 | $111,814-48.6% | $103,374-44.4% | $145,959-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.69% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,754 | $4,214-10.9% | $3,869-3.0% | $4,661-19.5% |
| Participant deferral / active EE | $3,754 | $5,618-33.2% | $5,058-25.8% | $6,689-43.9% |
| Admin fee / account holder | $594 | $9,754-93.9% | $8,394-92.9% | $13,398-95.6% |