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 | $24,496 | $176,056-86.1% | $159,436-84.6% | $167,490-85.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.87% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,881 | $5,297-26.7% | $4,829-19.6% | $4,837-19.8% |
| Participant deferral / active EE | $2,684 | $7,750-65.4% | $7,352-63.5% | $6,341-57.7% |
| Admin fee / account holder | $1,659 | $12,554-86.8% | $10,799-84.6% | $12,309-86.5% |