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 | $61,042 | $217,402-71.9% | $185,823-67.2% | $167,490-63.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.38% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,180 | $5,873-45.9% | $5,167-38.5% | $4,837-34.3% |
| Participant deferral / active EE | $4,341 | $6,356-31.7% | $5,568-22.0% | $6,341-31.5% |
| Admin fee / account holder | $360 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |