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 | $57,248 | $197,591-71.0% | $177,821-67.8% | $158,922-64.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.99% | 58.76%-36.8pp | 48.32%-26.3pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,971 | $6,697-70.6% | $5,918-66.7% | $4,761-58.6% |
| Participant deferral / active EE | $4,557 | $8,405-45.8% | $7,714-40.9% | $5,982-23.8% |
| Admin fee / account holder | $2,280 | $15,399-85.2% | $12,427-81.7% | $11,246-79.7% |