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 | $39,653 | $176,056-77.5% | $159,436-75.1% | $167,490-76.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.28% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,610 | $5,297-69.6% | $4,829-66.7% | $4,837-66.7% |
| Participant deferral / active EE | $3,604 | $7,750-53.5% | $7,352-51.0% | $6,341-43.2% |
| Admin fee / account holder | $9,370 | $12,554-25.4% | $10,799-13.2% | $12,309-23.9% |