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 | $81,125 | $177,572-54.3% | $154,803-47.6% | $142,382-43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.64% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,990 | $4,810-37.8% | $4,305-30.6% | $4,299-30.4% |
| Participant deferral / active EE | $3,039 | $6,272-51.5% | $5,540-45.1% | $6,507-53.3% |
| Admin fee / account holder | $2,182 | $16,786-87.0% | $14,329-84.8% | $12,624-82.7% |