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 | $50,187 | $114,381-56.1% | $107,525-53.3% | $142,382-64.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.29% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,231 | $4,015-69.3% | $3,754-67.2% | $4,299-71.4% |
| Participant deferral / active EE | $1,554 | $5,564-72.1% | $5,116-69.6% | $6,507-76.1% |
| Admin fee / account holder | $2,091 | $9,860-78.8% | $8,919-76.6% | $12,624-83.4% |