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 | $62,879 | $159,602-60.6% | $150,045-58.1% | $142,382-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.70% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,176 | $4,961-56.1% | $4,693-53.6% | $4,299-49.4% |
| Participant deferral / active EE | $5,041 | $8,310-39.3% | $7,997-37.0% | $6,507-22.5% |
| Admin fee / account holder | $622 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |