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 | $107,835 | $198,466-45.7% | $170,442-36.7% | $147,584-26.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.66% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $4,489 | $6,184-27.4% | $5,433-17.4% | $4,876-7.9% |
| Participant deferral / active EE | $4,367 | $5,629-22.4% | $4,939-11.6% | $5,439-19.7% |
| Admin fee / account holder | $4,501 | $16,852-73.3% | $13,880-67.6% | $10,885-58.7% |