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 | $76,170 | $179,726-57.6% | $156,263-51.3% | $142,382-46.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.98% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,604 | $5,069-68.4% | $4,333-63.0% | $4,299-62.7% |
| Participant deferral / active EE | $2,677 | $6,956-61.5% | $6,158-56.5% | $6,507-58.9% |
| Admin fee / account holder | $19,291 | $17,272+11.7% | $14,255+35.3% | $12,624+52.8% |