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 | $57,820 | $165,984-65.2% | $164,813-64.9% | $145,922-60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,870 | $5,273-64.5% | $4,341-56.9% | $4,660-59.9% |
| Participant deferral / active EE | $5,121 | $6,959-26.4% | $6,031-15.1% | $6,688-23.4% |
| Admin fee / account holder | $4,575 | $16,648-72.5% | $12,690-63.9% | $13,397-65.8% |