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 7-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 | $57,389 | $201,272-71.5% | $184,203-68.8% | $145,922-60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.36% | 29.00%-6.6pp | 28.81%-6.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,445 | $7,022-50.9% | $6,427-46.4% | $4,660-26.1% |
| Participant deferral / active EE | $6,728 | $9,806-31.4% | $9,131-26.3% | $6,688+0.6% |
| Admin fee / account holder | $1,590 | $16,364-90.3% | $13,901-88.6% | $13,397-88.1% |