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 | $81,433 | $176,812-53.9% | $146,665-44.5% | $167,490-51.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.60% | 24.03%-4.4pp | 22.74%-3.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $6,186 | $5,160+19.9% | $4,136+49.5% | $4,837+27.9% |
| Participant deferral / active EE | $4,550 | $6,440-29.4% | $5,506-17.4% | $6,341-28.3% |
| Admin fee / account holder | $1,210 | $13,259-90.9% | $10,280-88.2% | $12,309-90.2% |