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 | $51,663 | $154,228-66.5% | $145,433-64.5% | $137,256-62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.39% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,495 | $4,804-27.2% | $4,554-23.3% | $4,156-15.9% |
| Participant deferral / active EE | $7,133 | $8,216-13.2% | $7,897-9.7% | $6,407+11.3% |
| Admin fee / account holder | $973 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |