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 | $76,267 | $198,466-61.6% | $170,442-55.3% | $147,584-48.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.15% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,432 | $6,184-60.7% | $5,433-55.2% | $4,876-50.1% |
| Participant deferral / active EE | $4,804 | $5,629-14.7% | $4,939-2.7% | $5,439-11.7% |
| Admin fee / account holder | $6,455 | $16,852-61.7% | $13,880-53.5% | $10,885-40.7% |