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 | $42,666 | $159,934-73.3% | $147,005-71.0% | $145,959-70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 98.24%-88.4pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $4,193 | $5,287-20.7% | $4,934-15.0% | $4,661-10.0% |
| Participant deferral / active EE | $5,953 | $8,427-29.4% | $8,070-26.2% | $6,689-11.0% |
| Admin fee / account holder | $1,443 | $15,053-90.4% | $13,006-88.9% | $13,398-89.2% |