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 | $94,843 | $214,378-55.8% | $200,582-52.7% | $142,382-33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.66% | 46.41%-31.7pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $9,699 | $6,841+41.8% | $6,419+51.1% | $4,299+125.6% |
| Participant deferral / active EE | $8,986 | $9,865-8.9% | $9,331-3.7% | $6,507+38.1% |
| Admin fee / account holder | $573 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |