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 | $77,954 | $202,432-61.5% | $169,368-54.0% | $139,434-44.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.38% | 531.74%-516.4pp | 405.60%-390.2pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,679 | $4,692-64.2% | $4,013-58.1% | $4,751-64.7% |
| Participant deferral / active EE | $1,600 | $6,938-76.9% | $6,221-74.3% | $6,710-76.1% |
| Admin fee / account holder | $1,021 | $10,708-90.5% | $9,003-88.7% | $11,403-91.0% |