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 | $69,538 | $177,572-60.8% | $154,803-55.1% | $142,382-51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,435 | $4,810-49.4% | $4,305-43.5% | $4,299-43.4% |
| Participant deferral / active EE | $2,693 | $6,272-57.1% | $5,540-51.4% | $6,507-58.6% |
| Admin fee / account holder | $955 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |