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 | $63,998 | $114,381-44.0% | $107,525-40.5% | $142,382-55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.45% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,997 | $4,015-0.4% | $3,754+6.5% | $4,299-7.0% |
| Participant deferral / active EE | $13,815 | $5,564+148.3% | $5,116+170.1% | $6,507+112.3% |
| Admin fee / account holder | $515 | $9,860-94.8% | $8,919-94.2% | $12,624-95.9% |