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 | $63,284 | $185,822-65.9% | $169,993-62.8% | $139,434-54.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.74% | 60.50%-39.8pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $8,220 | $7,590+8.3% | $6,785+21.1% | $4,751+73.0% |
| Participant deferral / active EE | $8,810 | $11,622-24.2% | $10,408-15.3% | $6,710+31.3% |
| Admin fee / account holder | $12,785 | $15,381-16.9% | $12,815-0.2% | $11,403+12.1% |