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 | $71,282 | $94,338-24.4% | $100,534-29.1% | $142,382-49.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 42.76% | 29.20%+13.6pp | 32.66%+10.1pp | 217.08%-174.3pp |
| Employer contribution / active EE | $3,856 | $4,237-9.0% | $4,346-11.3% | $4,299-10.3% |
| Participant deferral / active EE | $6,470 | $5,934+9.0% | $6,144+5.3% | $6,507-0.6% |
| Admin fee / account holder | $398 | $8,421-95.3% | $7,654-94.8% | $12,624-96.8% |