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 | $82,793 | $177,572-53.4% | $154,803-46.5% | $142,382-41.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.50% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,508 | $4,810+76.9% | $4,305+97.6% | $4,299+97.9% |
| Participant deferral / active EE | $6,026 | $6,272-3.9% | $5,540+8.8% | $6,507-7.4% |
| Admin fee / account holder | $2,414 | $16,786-85.6% | $14,329-83.2% | $12,624-80.9% |