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 | $75,086 | $154,228-51.3% | $145,433-48.4% | $137,256-45.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,497 | $4,804-48.0% | $4,554-45.2% | $4,156-39.9% |
| Participant deferral / active EE | $8,071 | $8,216-1.8% | $7,897+2.2% | $6,407+26.0% |
| Admin fee / account holder | $524 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |