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 | $69,964 | $217,402-67.8% | $185,823-62.3% | $167,490-58.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.14% | 148.36%-127.2pp | 122.05%-100.9pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,124 | $5,873-63.8% | $5,167-58.9% | $4,837-56.1% |
| Participant deferral / active EE | $4,256 | $6,356-33.0% | $5,568-23.6% | $6,341-32.9% |
| Admin fee / account holder | $2,591 | $19,811-86.9% | $16,237-84.0% | $12,309-79.0% |