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 | $61,002 | $179,726-66.1% | $156,263-61.0% | $142,382-57.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.56% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,575 | $5,069-29.5% | $4,333-17.5% | $4,299-16.8% |
| Participant deferral / active EE | $6,811 | $6,956-2.1% | $6,158+10.6% | $6,507+4.7% |
| Admin fee / account holder | $23,993 | $17,272+38.9% | $14,255+68.3% | $12,624+90.1% |