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 | $35,597 | $176,056-79.8% | $159,436-77.7% | $167,490-78.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.32% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,097 | $5,297-41.5% | $4,829-35.9% | $4,837-36.0% |
| Participant deferral / active EE | $4,339 | $7,750-44.0% | $7,352-41.0% | $6,341-31.6% |
| Admin fee / account holder | $3,450 | $12,554-72.5% | $10,799-68.0% | $12,309-72.0% |