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 | $70,477 | $202,432-65.2% | $169,368-58.4% | $139,434-49.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.25% | 531.74%-513.5pp | 405.60%-387.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,748 | $4,692-62.8% | $4,013-56.4% | $4,751-63.2% |
| Participant deferral / active EE | $10,063 | $6,938+45.0% | $6,221+61.8% | $6,710+50.0% |
| Admin fee / account holder | $3,316 | $10,708-69.0% | $9,003-63.2% | $11,403-70.9% |