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 | $81,471 | $176,056-53.7% | $159,436-48.9% | $167,490-51.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.50% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,101 | $5,297-60.3% | $4,829-56.5% | $4,837-56.6% |
| Participant deferral / active EE | $5,516 | $7,750-28.8% | $7,352-25.0% | $6,341-13.0% |
| Admin fee / account holder | $426 | $12,554-96.6% | $10,799-96.1% | $12,309-96.5% |