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 | $69,346 | $148,534-53.3% | $135,903-49.0% | $139,434-50.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.72% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,885 | $5,243-64.0% | $4,856-61.2% | $4,751-60.3% |
| Participant deferral / active EE | $2,808 | $8,100-65.3% | $7,758-63.8% | $6,710-58.2% |
| Admin fee / account holder | $489 | $12,400-96.1% | $10,762-95.5% | $11,403-95.7% |