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 | $79,551 | $177,572-55.2% | $154,803-48.6% | $142,382-44.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,583 | $4,810-67.1% | $4,305-63.2% | $4,299-63.2% |
| Participant deferral / active EE | $2,282 | $6,272-63.6% | $5,540-58.8% | $6,507-64.9% |
| Admin fee / account holder | $491 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |