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 | $59,826 | $115,882-48.4% | $100,516-40.5% | $158,922-62.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.56% | 34.79%-21.2pp | 30.89%-17.3pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,840 | $4,103+18.0% | $3,418+41.6% | $4,761+1.7% |
| Participant deferral / active EE | $3,974 | $6,674-40.5% | $6,270-36.6% | $5,982-33.6% |
| Admin fee / account holder | $472 | $10,995-95.7% | $8,081-94.2% | $11,246-95.8% |