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 | $145,547 | $201,272-27.7% | $184,203-21.0% | $145,922-0.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.39% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,384 | $7,022-66.0% | $6,427-62.9% | $4,660-48.8% |
| Participant deferral / active EE | $4,847 | $9,806-50.6% | $9,131-46.9% | $6,688-27.5% |
| Admin fee / account holder | $4,981 | $16,364-69.6% | $13,901-64.2% | $13,397-62.8% |