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 | $59,639 | $176,812-66.3% | $146,665-59.3% | $167,490-64.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.21% | 24.03%+6.2pp | 22.74%+7.5pp | 478.56%-448.3pp |
| Employer contribution / active EE | $2,146 | $5,160-58.4% | $4,136-48.1% | $4,837-55.6% |
| Participant deferral / active EE | $5,705 | $6,440-11.4% | $5,506+3.6% | $6,341-10.0% |
| Admin fee / account holder | $398 | $13,259-97.0% | $10,280-96.1% | $12,309-96.8% |