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 | $112,515 | $214,378-47.5% | $200,582-43.9% | $142,382-21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.67% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,111 | $6,841-39.9% | $6,419-36.0% | $4,299-4.4% |
| Participant deferral / active EE | $4,867 | $9,865-50.7% | $9,331-47.8% | $6,507-25.2% |
| Admin fee / account holder | $15,415 | $17,692-12.9% | $16,305-5.5% | $12,624+22.1% |