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 | $81,637 | $177,572-54.0% | $154,803-47.3% | $142,382-42.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.43% | 65.07%-51.6pp | 58.88%-45.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $8,153 | $4,810+69.5% | $4,305+89.4% | $4,299+89.6% |
| Participant deferral / active EE | $5,723 | $6,272-8.7% | $5,540+3.3% | $6,507-12.0% |
| Admin fee / account holder | $657 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |