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 | $36,445 | $198,466-81.6% | $170,442-78.6% | $147,584-75.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.78% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $6,376 | $6,184+3.1% | $5,433+17.4% | $4,876+30.7% |
| Participant deferral / active EE | $3,670 | $5,629-34.8% | $4,939-25.7% | $5,439-32.5% |
| Admin fee / account holder | $2,759 | $16,852-83.6% | $13,880-80.1% | $10,885-74.7% |