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 | $43,115 | $148,534-71.0% | $135,903-68.3% | $139,434-69.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.60% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,308 | $5,243-56.0% | $4,856-52.5% | $4,751-51.4% |
| Participant deferral / active EE | $4,167 | $8,100-48.6% | $7,758-46.3% | $6,710-37.9% |
| Admin fee / account holder | $327 | $12,400-97.4% | $10,762-97.0% | $11,403-97.1% |