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 | $99,931 | $159,602-37.4% | $150,045-33.4% | $142,382-29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.75% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,466 | $4,961-70.5% | $4,693-68.8% | $4,299-65.9% |
| Participant deferral / active EE | $2,584 | $8,310-68.9% | $7,997-67.7% | $6,507-60.3% |
| Admin fee / account holder | $577 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |