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 | $50,919 | $176,056-71.1% | $159,436-68.1% | $167,490-69.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.07% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,256 | $5,297-57.4% | $4,829-53.3% | $4,837-53.4% |
| Participant deferral / active EE | $2,981 | $7,750-61.5% | $7,352-59.4% | $6,341-53.0% |
| Admin fee / account holder | $12,406 | $12,554-1.2% | $10,799+14.9% | $12,309+0.8% |