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 | $58,908 | $209,336-71.9% | $197,124-70.1% | $137,256-57.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.63% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,114 | $6,591-22.4% | $6,227-17.9% | $4,156+23.1% |
| Participant deferral / active EE | $5,924 | $9,614-38.4% | $9,135-35.2% | $6,407-7.5% |
| Admin fee / account holder | $1,313 | $17,308-92.4% | $16,298-91.9% | $12,270-89.3% |