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 | $79,717 | $183,519-56.6% | $155,509-48.7% | $145,922-45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.22% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,362 | $5,313-36.7% | $4,672-28.0% | $4,660-27.9% |
| Participant deferral / active EE | $4,217 | $6,462-34.8% | $5,626-25.1% | $6,688-37.0% |
| Admin fee / account holder | $1,833 | $19,313-90.5% | $15,912-88.5% | $13,397-86.3% |