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 | $41,168 | $217,402-81.1% | $185,823-77.8% | $167,490-75.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.19% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,908 | $5,873-67.5% | $5,167-63.1% | $4,837-60.6% |
| Participant deferral / active EE | $4,369 | $6,356-31.3% | $5,568-21.5% | $6,341-31.1% |
| Admin fee / account holder | $1,469 | $19,811-92.6% | $16,237-91.0% | $12,309-88.1% |