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 | $40,726 | $214,378-81.0% | $200,582-79.7% | $142,382-71.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.15% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,461 | $6,841-49.4% | $6,419-46.1% | $4,299-19.5% |
| Participant deferral / active EE | $6,823 | $9,865-30.8% | $9,331-26.9% | $6,507+4.9% |
| Admin fee / account holder | $569 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |