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 | $68,785 | $117,983-41.7% | $101,794-32.4% | $142,382-51.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.86% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,288 | $2,773+162.9% | $2,289+218.4% | $4,299+69.5% |
| Participant deferral / active EE | $5,101 | $4,714+8.2% | $4,084+24.9% | $6,507-21.6% |
| Admin fee / account holder | $14,185 | $10,433+36.0% | $8,777+61.6% | $12,624+12.4% |