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 | $82,818 | $114,381-27.6% | $107,525-23.0% | $142,382-41.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.86% | 242.71%-224.8pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,490 | $4,015+111.5% | $3,754+126.2% | $4,299+97.5% |
| Participant deferral / active EE | $7,721 | $5,564+38.8% | $5,116+50.9% | $6,507+18.7% |
| Admin fee / account holder | $305 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |