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 | $52,517 | $232,540-77.4% | $185,117-71.6% | $147,584-64.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.28% | 43.03%-20.8pp | 40.50%-18.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,080 | $5,195-60.0% | $4,182-50.3% | $4,876-57.3% |
| Participant deferral / active EE | $2,705 | $5,834-53.6% | $5,045-46.4% | $5,439-50.3% |
| Admin fee / account holder | $690 | $10,275-93.3% | $8,159-91.5% | $10,885-93.7% |