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 | $89,587 | $209,336-57.2% | $197,124-54.6% | $137,256-34.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.19% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $17,794 | $6,591+170.0% | $6,227+185.7% | $4,156+328.1% |
| Participant deferral / active EE | $15,760 | $9,614+63.9% | $9,135+72.5% | $6,407+146.0% |
| Admin fee / account holder | $10,506 | $17,308-39.3% | $16,298-35.5% | $12,270-14.4% |