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 | $85,908 | $140,940-39.0% | $112,229-23.5% | $139,434-38.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.97% | 32.71%-17.7pp | 30.20%-15.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,567 | $4,283-40.1% | $3,430-25.2% | $4,751-46.0% |
| Participant deferral / active EE | $8,999 | $5,874+53.2% | $4,798+87.6% | $6,710+34.1% |
| Admin fee / account holder | $14,162 | $9,954+42.3% | $7,748+82.8% | $11,403+24.2% |