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 | $66,784 | $214,378-68.8% | $200,582-66.7% | $142,382-53.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.41% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,463 | $6,841-64.0% | $6,419-61.6% | $4,299-42.7% |
| Participant deferral / active EE | $7,525 | $9,865-23.7% | $9,331-19.4% | $6,507+15.6% |
| Admin fee / account holder | $5,404 | $17,692-69.5% | $16,305-66.9% | $12,624-57.2% |