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 | $139,083 | $214,378-35.1% | $200,582-30.7% | $142,382-2.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.33% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,412 | $6,841-64.7% | $6,419-62.4% | $4,299-43.9% |
| Participant deferral / active EE | $19,179 | $9,865+94.4% | $9,331+105.5% | $6,507+194.7% |
| Admin fee / account holder | $3,446 | $17,692-80.5% | $16,305-78.9% | $12,624-72.7% |