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 | $70,755 | $159,602-55.7% | $150,045-52.8% | $142,382-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.27% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,630 | $4,961-47.0% | $4,693-44.0% | $4,299-38.8% |
| Participant deferral / active EE | $7,683 | $8,310-7.5% | $7,997-3.9% | $6,507+18.1% |
| Admin fee / account holder | $552 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |