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 | $83,460 | $185,822-55.1% | $169,993-50.9% | $139,434-40.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.06% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $7,081 | $7,590-6.7% | $6,785+4.4% | $4,751+49.0% |
| Participant deferral / active EE | $5,832 | $11,622-49.8% | $10,408-44.0% | $6,710-13.1% |
| Admin fee / account holder | $425 | $15,381-97.2% | $12,815-96.7% | $11,403-96.3% |