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 | $61,927 | $217,402-71.5% | $185,823-66.7% | $167,490-63.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.19% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,761 | $5,873-70.0% | $5,167-65.9% | $4,837-63.6% |
| Participant deferral / active EE | $3,445 | $6,356-45.8% | $5,568-38.1% | $6,341-45.7% |
| Admin fee / account holder | $1,011 | $19,811-94.9% | $16,237-93.8% | $12,309-91.8% |