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 | $87,065 | $214,378-59.4% | $200,582-56.6% | $142,382-38.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.74% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,579 | $6,841-47.7% | $6,419-44.2% | $4,299-16.7% |
| Participant deferral / active EE | $6,323 | $9,865-35.9% | $9,331-32.2% | $6,507-2.8% |
| Admin fee / account holder | $486 | $17,692-97.3% | $16,305-97.0% | $12,624-96.2% |