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 | $46,595 | $209,411-77.7% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.51% | 188.75%-175.2pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,760 | $5,706-69.2% | $5,011-64.9% | $4,761-63.0% |
| Participant deferral / active EE | $2,771 | $5,954-53.5% | $5,202-46.7% | $5,982-53.7% |
| Admin fee / account holder | $10,849 | $17,074-36.5% | $13,984-22.4% | $11,246-3.5% |