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 | $66,097 | $69,518-4.9% | $59,878+10.4% | $135,375-51.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.72% | 7.94%+2.8pp | 3.46%+7.3pp | 519.73%-509.0pp |
| Employer contribution / active EE | $22,039 | $3,235+581.3% | $2,722+709.8% | $4,779+361.2% |
| Participant deferral / active EE | $6,852 | $4,206+62.9% | $3,402+101.4% | $5,609+22.2% |
| Admin fee / account holder | $13,544 | $5,734+136.2% | $3,590+277.2% | $10,827+25.1% |