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 | $56,252 | $183,963-69.4% | $162,163-65.3% | $152,861-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.22% | 150.76%-114.5pp | 115.59%-79.4pp | 345.32%-309.1pp |
| Employer contribution / active EE | $1,846 | $6,371-71.0% | $5,614-67.1% | $4,762-61.2% |
| Participant deferral / active EE | $3,938 | $8,034-51.0% | $7,298-46.0% | $5,850-32.7% |
| Admin fee / account holder | $4,742 | $13,121-63.9% | $10,843-56.3% | $11,596-59.1% |