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 | $16,509 | $148,534-88.9% | $135,903-87.9% | $139,434-88.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.67% | 79.19%-52.5pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $3,762 | $5,243-28.3% | $4,856-22.5% | $4,751-20.8% |
| Participant deferral / active EE | $6,632 | $8,100-18.1% | $7,758-14.5% | $6,710-1.2% |
| Admin fee / account holder | $515 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |