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 | $70,137 | $47,848+46.6% | $81,478-13.9% | $70,1310% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 17.30% | 27.25%-9.9pp | 38.78%-21.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,738 | $1,527+144.8% | $2,568+45.6% | $2,342+59.6% |
| Participant deferral / active EE | $8,033 | $2,453+227.5% | $3,537+127.1% | $3,332+141.1% |
| Admin fee / account holder | $7,795 | $3,145+147.8% | $4,561+70.9% | $4,645+67.8% |