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 | $80,548 | $110,261-26.9% | $95,745-15.9% | $139,434-42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.82% | 27.11%-9.3pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,121 | $3,257-65.6% | $2,835-60.5% | $4,751-76.4% |
| Participant deferral / active EE | $6,124 | $4,676+31.0% | $4,245+44.3% | $6,710-8.7% |
| Admin fee / account holder | $853 | $6,613-87.1% | $5,678-85.0% | $11,403-92.5% |