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 | $43,741 | $176,812-75.3% | $146,665-70.2% | $167,490-73.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.63% | 24.03%-14.4pp | 22.74%-13.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,069 | $5,160-40.5% | $4,136-25.8% | $4,837-36.6% |
| Participant deferral / active EE | $2,723 | $6,440-57.7% | $5,506-50.5% | $6,341-57.1% |
| Admin fee / account holder | $23,510 | $13,259+77.3% | $10,280+128.7% | $12,309+91.0% |