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 | $79,612 | $232,540-65.8% | $185,117-57.0% | $147,584-46.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.65% | 43.03%-23.4pp | 40.50%-20.8pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,487 | $5,195+5.6% | $4,182+31.2% | $4,876+12.5% |
| Participant deferral / active EE | $12,978 | $5,834+122.5% | $5,045+157.2% | $5,439+138.6% |
| Admin fee / account holder | $1,292 | $10,275-87.4% | $8,159-84.2% | $10,885-88.1% |