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 | $29,831 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.73% | 74.59%-53.9pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,504 | $4,804-47.9% | $4,554-45.0% | $4,156-39.7% |
| Participant deferral / active EE | $6,227 | $8,216-24.2% | $7,897-21.2% | $6,407-2.8% |
| Admin fee / account holder | $2,552 | $14,344-82.2% | $13,129-80.6% | $12,270-79.2% |