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 | $65,777 | $201,272-67.3% | $184,203-64.3% | $145,922-54.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,636 | $7,022-62.5% | $6,427-59.0% | $4,660-43.4% |
| Participant deferral / active EE | $17,575 | $9,806+79.2% | $9,131+92.5% | $6,688+162.8% |
| Admin fee / account holder | $26,294 | $16,364+60.7% | $13,901+89.2% | $13,397+96.3% |