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 | $71,798 | $157,256-54.3% | $141,162-49.1% | $152,861-53.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 44.46% | 64.32%-19.9pp | 71.39%-26.9pp | 345.32%-300.9pp |
| Employer contribution / active EE | $10,463 | $5,261+98.9% | $4,735+121.0% | $4,762+119.7% |
| Participant deferral / active EE | $8,466 | $7,109+19.1% | $6,709+26.2% | $5,850+44.7% |
| Admin fee / account holder | $1,177 | $12,120-90.3% | $10,261-88.5% | $11,596-89.9% |