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 | $56,263 | $183,592-69.4% | $155,567-63.8% | $145,959-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 61.24%-42.8pp | 64.74%-46.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,063 | $5,315-80.0% | $4,674-77.3% | $4,661-77.2% |
| Participant deferral / active EE | $1,924 | $6,464-70.2% | $5,628-65.8% | $6,689-71.2% |
| Admin fee / account holder | $1,607 | $19,318-91.7% | $15,916-89.9% | $13,398-88.0% |