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 | $85,080 | $210,408-59.6% | $153,485-44.6% | $145,922-41.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.44% | 13.37%-2.9pp | 15.65%-5.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,860 | $6,048-69.2% | $5,039-63.1% | $4,660-60.1% |
| Participant deferral / active EE | $2,529 | $7,975-68.3% | $6,757-62.6% | $6,688-62.2% |
| Admin fee / account holder | $9,226 | $19,419-52.5% | $12,724-27.5% | $13,397-31.1% |