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 | $62,399 | $154,228-59.5% | $145,433-57.1% | $137,256-54.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.02% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,192 | $4,804-75.2% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $13,374 | $8,216+62.8% | $7,897+69.3% | $6,407+108.7% |
| Admin fee / account holder | $20,531 | $14,344+43.1% | $13,129+56.4% | $12,270+67.3% |