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 | $71,964 | $154,228-53.3% | $145,433-50.5% | $137,256-47.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,003 | $4,804+24.9% | $4,554+31.8% | $4,156+44.4% |
| Participant deferral / active EE | $5,500 | $8,216-33.1% | $7,897-30.4% | $6,407-14.2% |
| Admin fee / account holder | $9,453 | $14,344-34.1% | $13,129-28.0% | $12,270-23.0% |