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 | $106,972 | $214,378-50.1% | $200,582-46.7% | $142,382-24.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.51% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,311 | $6,841-51.6% | $6,419-48.4% | $4,299-23.0% |
| Participant deferral / active EE | $4,860 | $9,865-50.7% | $9,331-47.9% | $6,507-25.3% |
| Admin fee / account holder | $17,226 | $17,692-2.6% | $16,305+5.7% | $12,624+36.5% |