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 | $69,771 | $161,352-56.8% | $134,172-48.0% | $137,256-49.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.34% | 28.72%-11.4pp | 25.30%-8.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,504 | $4,099-38.9% | $3,420-26.8% | $4,156-39.7% |
| Participant deferral / active EE | $1,583 | $5,552-71.5% | $4,690-66.3% | $6,407-75.3% |
| Admin fee / account holder | $2,412 | $15,028-83.9% | $12,016-79.9% | $12,270-80.3% |