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 | $68,414 | $227,553-69.9% | $189,557-63.9% | $167,490-59.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.15% | 78.40%-67.3pp | 64.17%-53.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,104 | $5,316-22.8% | $4,412-7.0% | $4,837-15.2% |
| Participant deferral / active EE | $9,513 | $7,002+35.9% | $6,174+54.1% | $6,341+50.0% |
| Admin fee / account holder | $597 | $11,878-95.0% | $9,807-93.9% | $12,309-95.2% |