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 | $56,086 | $176,056-68.1% | $159,436-64.8% | $167,490-66.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.93% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,730 | $5,297-48.5% | $4,829-43.5% | $4,837-43.6% |
| Participant deferral / active EE | $6,589 | $7,750-15.0% | $7,352-10.4% | $6,341+3.9% |
| Admin fee / account holder | $1,697 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |