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 | $54,877 | $226,064-75.7% | $182,532-69.9% | $152,861-64.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.65% | 192.51%-168.9pp | 148.54%-124.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,695 | $4,978-66.0% | $4,076-58.4% | $4,762-64.4% |
| Participant deferral / active EE | $4,115 | $6,368-35.4% | $5,524-25.5% | $5,850-29.7% |
| Admin fee / account holder | $1,391 | $10,703-87.0% | $8,592-83.8% | $11,596-88.0% |