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 | $59,260 | $185,822-68.1% | $169,993-65.1% | $139,434-57.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.36% | 60.50%-48.1pp | 53.37%-41.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $6,601 | $7,590-13.0% | $6,785-2.7% | $4,751+38.9% |
| Participant deferral / active EE | $3,792 | $11,622-67.4% | $10,408-63.6% | $6,710-43.5% |
| Admin fee / account holder | $3,401 | $15,381-77.9% | $12,815-73.5% | $11,403-70.2% |