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 | $29,451 | $214,378-86.3% | $200,582-85.3% | $142,382-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.22% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,837 | $6,841-58.5% | $6,419-55.8% | $4,299-34.0% |
| Participant deferral / active EE | $6,743 | $9,865-31.6% | $9,331-27.7% | $6,507+3.6% |
| Admin fee / account holder | $69,210 | $17,692+291.2% | $16,305+324.5% | $12,624+448.3% |