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 | $57,466 | $159,901-64.1% | $146,958-60.9% | $145,922-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,538 | $5,286-33.1% | $4,933-28.3% | $4,660-24.1% |
| Participant deferral / active EE | $4,069 | $8,428-51.7% | $8,070-49.6% | $6,688-39.2% |
| Admin fee / account holder | $5,834 | $15,044-61.2% | $12,998-55.1% | $13,397-56.5% |