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 | $67,681 | $114,381-40.8% | $107,525-37.1% | $142,382-52.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.84% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,676 | $4,015-33.4% | $3,754-28.7% | $4,299-37.8% |
| Participant deferral / active EE | $3,034 | $5,564-45.5% | $5,116-40.7% | $6,507-53.4% |
| Admin fee / account holder | $483 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |