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 | $60,411 | $127,065-52.5% | $113,168-46.6% | $142,382-57.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.95% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,334 | $3,442+25.9% | $2,975+45.7% | $4,299+0.8% |
| Participant deferral / active EE | $4,821 | $5,716-15.7% | $5,107-5.6% | $6,507-25.9% |
| Admin fee / account holder | $764 | $15,736-95.1% | $12,068-93.7% | $12,624-93.9% |