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 | $214,378-58.2% | $200,582-55.3% | $142,382-37.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.19% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $17,794 | $6,841+160.1% | $6,419+177.2% | $4,299+313.9% |
| Participant deferral / active EE | $15,760 | $9,865+59.8% | $9,331+68.9% | $6,507+142.2% |
| Admin fee / account holder | $10,506 | $17,692-40.6% | $16,305-35.6% | $12,624-16.8% |