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 | $83,390 | $214,378-61.1% | $200,582-58.4% | $142,382-41.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.56% | 46.41%-23.8pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,736 | $6,841-45.4% | $6,419-41.8% | $4,299-13.1% |
| Participant deferral / active EE | $11,629 | $9,865+17.9% | $9,331+24.6% | $6,507+78.7% |
| Admin fee / account holder | $11,369 | $17,692-35.7% | $16,305-30.3% | $12,624-9.9% |