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 | $36,178 | $162,781-77.8% | $133,956-73.0% | $158,922-77.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.70% | 41.94%-32.2pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,680 | $4,975-46.1% | $3,919-31.6% | $4,761-43.7% |
| Participant deferral / active EE | $3,662 | $5,911-38.0% | $5,048-27.4% | $5,982-38.8% |
| Admin fee / account holder | $3,571 | $11,736-69.6% | $8,927-60.0% | $11,246-68.2% |