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 | $118,329 | $210,343-43.7% | $153,432-22.9% | $145,959-18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.92% | 13.38%-3.5pp | 15.66%-5.7pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,189 | $7,977+52.8% | $6,757+80.4% | $6,689+82.2% |
| Admin fee / account holder | $544 | $19,424-97.2% | $12,725-95.7% | $13,398-95.9% |