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 | $64,947 | $165,912-60.9% | $122,332-46.9% | $147,584-56.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.70% | 34.55%-24.9pp | 30.27%-20.6pp | 578.55%-568.8pp |
| Employer contribution / active EE | $5,778 | $5,754+0.4% | $4,050+42.6% | $4,876+18.5% |
| Participant deferral / active EE | $2,222 | $4,005-44.5% | $3,287-32.4% | $5,439-59.1% |
| Admin fee / account holder | $427 | $7,424-94.3% | $5,478-92.2% | $10,885-96.1% |