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 | $98,450 | $176,812-44.3% | $146,665-32.9% | $167,490-41.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.69% | 24.03%+3.7pp | 22.74%+4.9pp | 478.56%-450.9pp |
| Employer contribution / active EE | $2,531 | $5,160-50.9% | $4,136-38.8% | $4,837-47.7% |
| Participant deferral / active EE | $6,090 | $6,440-5.4% | $5,506+10.6% | $6,341-4.0% |
| Admin fee / account holder | $9,188 | $13,259-30.7% | $10,280-10.6% | $12,309-25.4% |