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 | $73,528 | $210,648-65.1% | $177,989-58.7% | $145,922-49.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.26% | 385.86%-374.6pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,727 | $4,565-62.2% | $3,949-56.3% | $4,660-62.9% |
| Participant deferral / active EE | $4,532 | $6,958-34.9% | $6,276-27.8% | $6,688-32.2% |
| Admin fee / account holder | $2,313 | $12,013-80.7% | $10,363-77.7% | $13,397-82.7% |