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 | $84,963 | $175,202-51.5% | $149,673-43.2% | $139,434-39.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.80% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,256 | $5,474-4.0% | $4,818+9.1% | $4,751+10.6% |
| Participant deferral / active EE | $6,585 | $6,519+1.0% | $5,680+15.9% | $6,710-1.9% |
| Admin fee / account holder | $671 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |