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 | $32,863 | $176,056-81.3% | $159,436-79.4% | $167,490-80.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.74% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,970 | $5,297-43.9% | $4,829-38.5% | $4,837-38.6% |
| Participant deferral / active EE | $7,063 | $7,750-8.9% | $7,352-3.9% | $6,341+11.4% |
| Admin fee / account holder | $3,664 | $12,554-70.8% | $10,799-66.1% | $12,309-70.2% |