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 | $74,041 | $201,272-63.2% | $184,203-59.8% | $145,922-49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.17% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,186 | $7,022-11.9% | $6,427-3.8% | $4,660+32.7% |
| Participant deferral / active EE | $4,358 | $9,806-55.6% | $9,131-52.3% | $6,688-34.8% |
| Admin fee / account holder | $18,918 | $16,364+15.6% | $13,901+36.1% | $13,397+41.2% |