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 | $46,906 | $176,056-73.4% | $159,436-70.6% | $167,490-72.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.73% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,062 | $5,297-79.9% | $4,829-78.0% | $4,837-78.0% |
| Participant deferral / active EE | $5,271 | $7,750-32.0% | $7,352-28.3% | $6,341-16.9% |
| Admin fee / account holder | $310 | $12,554-97.5% | $10,799-97.1% | $12,309-97.5% |