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 | $80,845 | $177,572-54.5% | $154,803-47.8% | $142,382-43.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $11,746 | $4,810+144.2% | $4,305+172.8% | $4,299+173.2% |
| Participant deferral / active EE | $6,540 | $6,272+4.3% | $5,540+18.0% | $6,507+0.5% |
| Admin fee / account holder | $1,481 | $16,786-91.2% | $14,329-89.7% | $12,624-88.3% |