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 | $92,448 | $209,336-55.8% | $197,124-53.1% | $137,256-32.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.72% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,817 | $6,591-72.4% | $6,227-70.8% | $4,156-56.3% |
| Participant deferral / active EE | $6,420 | $9,614-33.2% | $9,135-29.7% | $6,407+0.2% |
| Admin fee / account holder | $629 | $17,308-96.4% | $16,298-96.1% | $12,270-94.9% |