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 | $43,413 | $124,281-65.1% | $109,143-60.2% | $167,490-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.56% | 26.04%+4.5pp | 25.75%+4.8pp | 478.56%-448.0pp |
| Employer contribution / active EE | $3,104 | $4,207-26.2% | $3,722-16.6% | $4,837-35.8% |
| Participant deferral / active EE | $8,172 | $5,255+55.5% | $4,653+75.6% | $6,341+28.9% |
| Admin fee / account holder | $2,224 | $7,970-72.1% | $6,752-67.1% | $12,309-81.9% |