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 | $64,031 | $228,332-72.0% | $185,823-65.5% | $158,922-59.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.52% | 40.80%-25.3pp | 35.95%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $715 | $4,967-85.6% | $4,087-82.5% | $4,761-85.0% |
| Participant deferral / active EE | $3,651 | $6,415-43.1% | $5,632-35.2% | $5,982-39.0% |
| Admin fee / account holder | $8,174 | $11,864-31.1% | $9,500-14.0% | $11,246-27.3% |