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 | $67,658 | $144,119-53.1% | $117,854-42.6% | $147,584-54.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.50% | 531.15%-508.6pp | 335.08%-312.6pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,618 | $4,896-67.0% | $3,786-57.3% | $4,876-66.8% |
| Participant deferral / active EE | $5,537 | $5,316+4.2% | $4,482+23.5% | $5,439+1.8% |
| Admin fee / account holder | $1,171 | $10,886-89.2% | $8,020-85.4% | $10,885-89.2% |