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 | $75,834 | $176,056-56.9% | $159,436-52.4% | $167,490-54.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.66% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,608 | $5,297-69.6% | $4,829-66.7% | $4,837-66.8% |
| Participant deferral / active EE | $2,688 | $7,750-65.3% | $7,352-63.4% | $6,341-57.6% |
| Admin fee / account holder | $2,365 | $12,554-81.2% | $10,799-78.1% | $12,309-80.8% |