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 | $41,799 | $201,272-79.2% | $184,203-77.3% | $145,922-71.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.31% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,679 | $7,022-61.8% | $6,427-58.3% | $4,660-42.5% |
| Participant deferral / active EE | $3,629 | $9,806-63.0% | $9,131-60.3% | $6,688-45.7% |
| Admin fee / account holder | $391 | $16,364-97.6% | $13,901-97.2% | $13,397-97.1% |