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 | $71,526 | $159,602-55.2% | $150,045-52.3% | $142,382-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.60% | 70.24%-57.6pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,247 | $4,961-74.9% | $4,693-73.4% | $4,299-71.0% |
| Participant deferral / active EE | $9,157 | $8,310+10.2% | $7,997+14.5% | $6,507+40.7% |
| Admin fee / account holder | $1,814 | $14,846-87.8% | $13,435-86.5% | $12,624-85.6% |