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 | $57,551 | $185,822-69.0% | $169,993-66.1% | $139,434-58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.62% | 60.50%-48.9pp | 53.37%-41.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,841 | $7,590-62.6% | $6,785-58.1% | $4,751-40.2% |
| Participant deferral / active EE | $6,538 | $11,622-43.7% | $10,408-37.2% | $6,710-2.6% |
| Admin fee / account holder | $580 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |