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 | $53,151 | $154,228-65.5% | $145,433-63.5% | $137,256-61.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,260 | $4,804-32.1% | $4,554-28.4% | $4,156-21.6% |
| Participant deferral / active EE | $8,154 | $8,216-0.8% | $7,897+3.3% | $6,407+27.3% |
| Admin fee / account holder | $414 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |