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 | $53,365 | $185,822-71.3% | $169,993-68.6% | $139,434-61.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.56% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,193 | $7,590-71.1% | $6,785-67.7% | $4,751-53.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $980 | $15,381-93.6% | $12,815-92.4% | $11,403-91.4% |