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 | $78,605 | $201,272-60.9% | $184,203-57.3% | $145,922-46.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.24% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $12,297 | $7,022+75.1% | $6,427+91.3% | $4,660+163.9% |
| Participant deferral / active EE | $4,854 | $9,806-50.5% | $9,131-46.8% | $6,688-27.4% |
| Admin fee / account holder | $9,825 | $16,364-40.0% | $13,901-29.3% | $13,397-26.7% |