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 | $49,266 | $177,572-72.3% | $154,803-68.2% | $142,382-65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.18% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,078 | $4,810-56.8% | $4,305-51.7% | $4,299-51.7% |
| Participant deferral / active EE | $2,078 | $6,272-66.9% | $5,540-62.5% | $6,507-68.1% |
| Admin fee / account holder | $5,047 | $16,786-69.9% | $14,329-64.8% | $12,624-60.0% |