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 | $80,428 | $197,591-59.3% | $177,821-54.8% | $158,922-49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.81% | 58.76%-33.9pp | 48.32%-23.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,558 | $6,697-76.7% | $5,918-73.7% | $4,761-67.3% |
| Participant deferral / active EE | $3,574 | $8,405-57.5% | $7,714-53.7% | $5,982-40.3% |
| Admin fee / account holder | $779 | $15,399-94.9% | $12,427-93.7% | $11,246-93.1% |