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 | $58,304 | $209,411-72.2% | $178,490-67.3% | $158,922-63.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.44% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,917 | $5,706-48.9% | $5,011-41.8% | $4,761-38.7% |
| Participant deferral / active EE | $3,718 | $5,954-37.6% | $5,202-28.5% | $5,982-37.8% |
| Admin fee / account holder | $18,501 | $17,074+8.4% | $13,984+32.3% | $11,246+64.5% |