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 | $60,183 | $217,402-72.3% | $185,823-67.6% | $167,490-64.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.07% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,847 | $5,873-51.5% | $5,167-44.9% | $4,837-41.1% |
| Participant deferral / active EE | $4,410 | $6,356-30.6% | $5,568-20.8% | $6,341-30.5% |
| Admin fee / account holder | $20,946 | $19,811+5.7% | $16,237+29.0% | $12,309+70.2% |