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 | $98,495 | $177,572-44.5% | $154,803-36.4% | $142,382-30.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.14% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,405 | $4,810-70.8% | $4,305-67.4% | $4,299-67.3% |
| Participant deferral / active EE | $6,048 | $6,272-3.6% | $5,540+9.2% | $6,507-7.1% |
| Admin fee / account holder | $970 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |