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 | $45,163 | $183,519-75.4% | $155,509-71.0% | $145,922-69.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.20% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,100 | $5,313-60.5% | $4,672-55.1% | $4,660-54.9% |
| Participant deferral / active EE | $3,911 | $6,462-39.5% | $5,626-30.5% | $6,688-41.5% |
| Admin fee / account holder | $4,229 | $19,313-78.1% | $15,912-73.4% | $13,397-68.4% |