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 | $62,173 | $197,591-68.5% | $177,821-65.0% | $158,922-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.49% | 58.76%-45.3pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,351 | $6,697-35.0% | $5,918-26.5% | $4,761-8.6% |
| Participant deferral / active EE | $7,434 | $8,405-11.6% | $7,714-3.6% | $5,982+24.3% |
| Admin fee / account holder | $1,854 | $15,399-88.0% | $12,427-85.1% | $11,246-83.5% |