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 | $85,520 | $177,572-51.8% | $154,803-44.8% | $142,382-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.71% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,602 | $4,810-25.1% | $4,305-16.4% | $4,299-16.2% |
| Participant deferral / active EE | $4,674 | $6,272-25.5% | $5,540-15.6% | $6,507-28.2% |
| Admin fee / account holder | $33,996 | $16,786+102.5% | $14,329+137.3% | $12,624+169.3% |