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 | $38,545 | $203,436-81.1% | $152,466-74.7% | $167,490-77.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 10.10% | 13.80%-3.7pp | 757.33%-747.2pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,951 | $5,220-62.6% | $4,327-54.9% | $4,837-59.7% |
| Participant deferral / active EE | $2,779 | $6,716-58.6% | $5,820-52.3% | $6,341-56.2% |
| Admin fee / account holder | $18,657 | $22,506-17.1% | $15,805+18.0% | $12,309+51.6% |