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 | $53,016 | $159,602-66.8% | $150,045-64.7% | $142,382-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.81% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,958 | $4,961-60.5% | $4,693-58.3% | $4,299-54.5% |
| Participant deferral / active EE | $4,311 | $8,310-48.1% | $7,997-46.1% | $6,507-33.8% |
| Admin fee / account holder | $369 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |