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 | $69,497 | $114,381-39.2% | $107,525-35.4% | $142,382-51.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.59% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,257 | $4,015-18.9% | $3,754-13.2% | $4,299-24.3% |
| Participant deferral / active EE | $6,672 | $5,564+19.9% | $5,116+30.4% | $6,507+2.5% |
| Admin fee / account holder | $12,241 | $9,860+24.2% | $8,919+37.3% | $12,624-3.0% |