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 | $70,993 | $163,101-56.5% | $136,749-48.1% | $142,382-50.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.06% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,774 | $4,117-56.9% | $3,400-47.8% | $4,299-58.7% |
| Participant deferral / active EE | $2,977 | $5,585-46.7% | $4,692-36.6% | $6,507-54.3% |
| Admin fee / account holder | $6,442 | $14,318-55.0% | $11,386-43.4% | $12,624-49.0% |