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 | $74,029 | $98,240-24.6% | $82,313-10.1% | $147,584-49.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 30.85%-15.8pp | 25.88%-10.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $9,452 | $3,192+196.1% | $2,428+289.2% | $4,876+93.8% |
| Participant deferral / active EE | $3,577 | $4,383-18.4% | $3,706-3.5% | $5,439-34.2% |
| Admin fee / account holder | $2,085 | $8,563-75.6% | $5,608-62.8% | $10,885-80.8% |