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 | $115,294 | $214,378-46.2% | $200,582-42.5% | $142,382-19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.12% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,292 | $6,841-22.6% | $6,419-17.6% | $4,299+23.1% |
| Participant deferral / active EE | $18,239 | $9,865+84.9% | $9,331+95.5% | $6,507+180.3% |
| Admin fee / account holder | $645 | $17,692-96.4% | $16,305-96.0% | $12,624-94.9% |