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 | $57,228 | $176,056-67.5% | $159,436-64.1% | $167,490-65.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,796 | $5,297-66.1% | $4,829-62.8% | $4,837-62.9% |
| Participant deferral / active EE | $6,716 | $7,750-13.3% | $7,352-8.7% | $6,341+5.9% |
| Admin fee / account holder | $3,312 | $12,554-73.6% | $10,799-69.3% | $12,309-73.1% |