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 | $56,355 | $209,336-73.1% | $197,124-71.4% | $137,256-58.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.99% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,637 | $6,591-44.8% | $6,227-41.6% | $4,156-12.5% |
| Participant deferral / active EE | $7,733 | $9,614-19.6% | $9,135-15.3% | $6,407+20.7% |
| Admin fee / account holder | $700 | $17,308-96.0% | $16,298-95.7% | $12,270-94.3% |