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 | $77,688 | $177,572-56.2% | $154,803-49.8% | $142,382-45.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.65% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,670 | $4,810-65.3% | $4,305-61.2% | $4,299-61.2% |
| Participant deferral / active EE | $5,011 | $6,272-20.1% | $5,540-9.6% | $6,507-23.0% |
| Admin fee / account holder | $498 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |