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 | $58,621 | $176,056-66.7% | $159,436-63.2% | $167,490-65.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.92% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,631 | $5,297-50.3% | $4,829-45.5% | $4,837-45.6% |
| Participant deferral / active EE | $5,393 | $7,750-30.4% | $7,352-26.6% | $6,341-14.9% |
| Admin fee / account holder | $9,344 | $12,554-25.6% | $10,799-13.5% | $12,309-24.1% |