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 | $50,711 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.75% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,466 | $5,706-74.3% | $5,011-70.7% | $4,761-69.2% |
| Participant deferral / active EE | $3,472 | $5,954-41.7% | $5,202-33.3% | $5,982-42.0% |
| Admin fee / account holder | $1,230 | $17,074-92.8% | $13,984-91.2% | $11,246-89.1% |