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 | $69,909 | $185,822-62.4% | $169,993-58.9% | $139,434-49.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.86% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,707 | $7,590-64.3% | $6,785-60.1% | $4,751-43.0% |
| Participant deferral / active EE | $6,851 | $11,622-41.1% | $10,408-34.2% | $6,710+2.1% |
| Admin fee / account holder | $14,823 | $15,381-3.6% | $12,815+15.7% | $11,403+30.0% |