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 | $56,581 | $135,635-58.3% | $110,238-48.7% | $135,375-58.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.46% | 513.19%-504.7pp | 314.74%-306.3pp | 519.73%-511.3pp |
| Employer contribution / active EE | $1,153 | $4,906-76.5% | $3,826-69.9% | $4,779-75.9% |
| Participant deferral / active EE | $2,811 | $5,506-48.9% | $4,672-39.8% | $5,609-49.9% |
| Admin fee / account holder | $6,456 | $11,457-43.7% | $8,547-24.5% | $10,827-40.4% |