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 | $78,601 | $177,572-55.7% | $154,803-49.2% | $142,382-44.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.27% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $9,585 | $4,810+99.3% | $4,305+122.6% | $4,299+123.0% |
| Participant deferral / active EE | $3,578 | $6,272-42.9% | $5,540-35.4% | $6,507-45.0% |
| Admin fee / account holder | $386 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |