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 | $51,790 | $214,378-75.8% | $200,582-74.2% | $142,382-63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.97% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,426 | $6,841-64.5% | $6,419-62.2% | $4,299-43.6% |
| Participant deferral / active EE | $3,091 | $9,865-68.7% | $9,331-66.9% | $6,507-52.5% |
| Admin fee / account holder | $1,113 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |