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 | $78,030 | $114,381-31.8% | $107,525-27.4% | $142,382-45.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.13% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,522 | $4,015-37.2% | $3,754-32.8% | $4,299-41.3% |
| Participant deferral / active EE | $2,913 | $5,564-47.6% | $5,116-43.1% | $6,507-55.2% |
| Admin fee / account holder | $763 | $9,860-92.3% | $8,919-91.4% | $12,624-94.0% |