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 | $68,503 | $177,572-61.4% | $154,803-55.7% | $142,382-51.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.58% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,413 | $4,810-49.8% | $4,305-44.0% | $4,299-43.9% |
| Participant deferral / active EE | $10,542 | $6,272+68.1% | $5,540+90.3% | $6,507+62.0% |
| Admin fee / account holder | $36,696 | $16,786+118.6% | $14,329+156.1% | $12,624+190.7% |