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 | $85,825 | $198,466-56.8% | $170,442-49.6% | $147,584-41.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.32% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,554 | $6,184-74.9% | $5,433-71.4% | $4,876-68.1% |
| Participant deferral / active EE | $2,011 | $5,629-64.3% | $4,939-59.3% | $5,439-63.0% |
| Admin fee / account holder | $453 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |