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 | $97,683 | $214,378-54.4% | $200,582-51.3% | $142,382-31.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.02% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,095 | $6,841+47.6% | $6,419+57.3% | $4,299+134.8% |
| Participant deferral / active EE | $15,027 | $9,865+52.3% | $9,331+61.0% | $6,507+130.9% |
| Admin fee / account holder | $3,347 | $17,692-81.1% | $16,305-79.5% | $12,624-73.5% |