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 | $60,921 | $226,064-73.1% | $182,532-66.6% | $152,861-60.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.62% | 192.51%-175.9pp | 148.54%-131.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $926 | $4,978-81.4% | $4,076-77.3% | $4,762-80.6% |
| Participant deferral / active EE | $1,188 | $6,368-81.3% | $5,524-78.5% | $5,850-79.7% |
| Admin fee / account holder | $11,748 | $10,703+9.8% | $8,592+36.7% | $11,596+1.3% |