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 | $80,210 | $154,228-48.0% | $145,433-44.8% | $137,256-41.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.14% | 74.59%-53.5pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,678 | $4,804-23.4% | $4,554-19.3% | $4,156-11.5% |
| Participant deferral / active EE | $6,912 | $8,216-15.9% | $7,897-12.5% | $6,407+7.9% |
| Admin fee / account holder | $761 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |