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 | $42,916 | $217,402-80.3% | $185,823-76.9% | $167,490-74.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.83% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,551 | $5,873-73.6% | $5,167-70.0% | $4,837-67.9% |
| Participant deferral / active EE | $4,711 | $6,356-25.9% | $5,568-15.4% | $6,341-25.7% |
| Admin fee / account holder | $740 | $19,811-96.3% | $16,237-95.4% | $12,309-94.0% |