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 | $31,270 | $148,534-78.9% | $135,903-77.0% | $139,434-77.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.34% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,663 | $5,243-68.3% | $4,856-65.7% | $4,751-65.0% |
| Participant deferral / active EE | $5,324 | $8,100-34.3% | $7,758-31.4% | $6,710-20.7% |
| Admin fee / account holder | $336 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |