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 | $30,269 | $154,228-80.4% | $145,433-79.2% | $137,256-77.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.57% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,587 | $4,804-67.0% | $4,554-65.2% | $4,156-61.8% |
| Participant deferral / active EE | $3,738 | $8,216-54.5% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $1,142 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |