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 | $46,528 | $185,822-75.0% | $169,993-72.6% | $139,434-66.6% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.7pp | 80.3%+0.9pp |
| Annual return | 15.39% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,035 | $11,622-65.3% | $10,408-61.2% | $6,710-39.9% |
| Admin fee / account holder | $13,469 | $15,381-12.4% | $12,815+5.1% | $11,403+18.1% |