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 | $74,245 | $201,272-63.1% | $184,203-59.7% | $145,922-49.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,762 | $7,022-46.4% | $6,427-41.5% | $4,660-19.3% |
| Participant deferral / active EE | $14,172 | $9,806+44.5% | $9,131+55.2% | $6,688+111.9% |
| Admin fee / account holder | $3,424 | $16,364-79.1% | $13,901-75.4% | $13,397-74.4% |