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 | $53,673 | $176,056-69.5% | $159,436-66.3% | $167,490-68.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.40% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,535 | $5,297-33.3% | $4,829-26.8% | $4,837-26.9% |
| Participant deferral / active EE | $6,824 | $7,750-12.0% | $7,352-7.2% | $6,341+7.6% |
| Admin fee / account holder | $606 | $12,554-95.2% | $10,799-94.4% | $12,309-95.1% |