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 | $50,296 | $214,378-76.5% | $200,582-74.9% | $142,382-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.88% | 46.41%-34.5pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,807 | $6,841-73.6% | $6,419-71.8% | $4,299-58.0% |
| Participant deferral / active EE | $12,150 | $9,865+23.2% | $9,331+30.2% | $6,507+86.7% |
| Admin fee / account holder | $262,771 | $17,692+1385.3% | $16,305+1511.6% | $12,624+1981.6% |