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 | $88,713 | $177,572-50.0% | $154,803-42.7% | $142,382-37.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.54% | 65.07%-28.5pp | 58.88%-22.3pp | 217.08%-180.5pp |
| Employer contribution / active EE | $3,522 | $4,810-26.8% | $4,305-18.2% | $4,299-18.1% |
| Participant deferral / active EE | $1,822 | $6,272-70.9% | $5,540-67.1% | $6,507-72.0% |
| Admin fee / account holder | $1,531 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |