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 | $70,336 | $163,101-56.9% | $136,749-48.6% | $142,382-50.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.45% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,998 | $4,117-27.2% | $3,400-11.8% | $4,299-30.3% |
| Participant deferral / active EE | $3,928 | $5,585-29.7% | $4,692-16.3% | $6,507-39.6% |
| Admin fee / account holder | $2,811 | $14,318-80.4% | $11,386-75.3% | $12,624-77.7% |