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 | $80,211 | $154,228-48.0% | $145,433-44.8% | $137,256-41.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.83% | 74.59%-50.8pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,055 | $4,804-36.4% | $4,554-32.9% | $4,156-26.5% |
| Participant deferral / active EE | $18,081 | $8,216+120.1% | $7,897+129.0% | $6,407+182.2% |
| Admin fee / account holder | $389 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |