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 | $87,920 | $177,572-50.5% | $154,803-43.2% | $142,382-38.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.33% | 65.07%-48.7pp | 58.88%-42.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,810 | $4,810-20.8% | $4,305-11.5% | $4,299-11.4% |
| Participant deferral / active EE | $13,709 | $6,272+118.6% | $5,540+147.4% | $6,507+110.7% |
| Admin fee / account holder | $2,077 | $16,786-87.6% | $14,329-85.5% | $12,624-83.5% |