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 | $40,552 | $148,534-72.7% | $135,903-70.2% | $139,434-70.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.16% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,240 | $5,243-38.2% | $4,856-33.3% | $4,751-31.8% |
| Participant deferral / active EE | $7,057 | $8,100-12.9% | $7,758-9.0% | $6,710+5.2% |
| Admin fee / account holder | $1,294 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |