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 | $52,622 | $209,336-74.9% | $197,124-73.3% | $137,256-61.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.42% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $7,523 | $6,591+14.2% | $6,227+20.8% | $4,156+81.0% |
| Participant deferral / active EE | $3,269 | $9,614-66.0% | $9,135-64.2% | $6,407-49.0% |
| Admin fee / account holder | $1,444 | $17,308-91.7% | $16,298-91.1% | $12,270-88.2% |