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 | $60,653 | $163,101-62.8% | $136,749-55.6% | $142,382-57.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.43% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,649 | $4,117-11.4% | $3,400+7.3% | $4,299-15.1% |
| Participant deferral / active EE | $5,732 | $5,585+2.6% | $4,692+22.2% | $6,507-11.9% |
| Admin fee / account holder | $398 | $14,318-97.2% | $11,386-96.5% | $12,624-96.8% |