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 | $35,613 | $159,602-77.7% | $150,045-76.3% | $142,382-75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,209 | $4,961-35.3% | $4,693-31.6% | $4,299-25.4% |
| Participant deferral / active EE | $5,047 | $8,310-39.3% | $7,997-36.9% | $6,507-22.4% |
| Admin fee / account holder | $9,770 | $14,846-34.2% | $13,435-27.3% | $12,624-22.6% |