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 | $61,622 | $228,332-73.0% | $185,823-66.8% | $158,922-61.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.52% | 40.80%-31.3pp | 35.95%-26.4pp | 302.83%-293.3pp |
| Employer contribution / active EE | $624 | $4,967-87.4% | $4,087-84.7% | $4,761-86.9% |
| Participant deferral / active EE | $3,146 | $6,415-51.0% | $5,632-44.1% | $5,982-47.4% |
| Admin fee / account holder | $586 | $11,864-95.1% | $9,500-93.8% | $11,246-94.8% |