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 | $113,365 | $198,466-42.9% | $170,442-33.5% | $147,584-23.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.15% | 257.29%-246.1pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $3,378 | $6,184-45.4% | $5,433-37.8% | $4,876-30.7% |
| Participant deferral / active EE | $6,083 | $5,629+8.1% | $4,939+23.2% | $5,439+11.9% |
| Admin fee / account holder | $3,076 | $16,852-81.7% | $13,880-77.8% | $10,885-71.7% |