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 | $39,413 | $198,466-80.1% | $170,442-76.9% | $147,584-73.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,269 | $6,184-47.1% | $5,433-39.8% | $4,876-33.0% |
| Participant deferral / active EE | $4,101 | $5,629-27.1% | $4,939-17.0% | $5,439-24.6% |
| Admin fee / account holder | $1,230 | $16,852-92.7% | $13,880-91.1% | $10,885-88.7% |