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 | $75,215 | $103,376-27.2% | $87,100-13.6% | $152,861-50.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.69% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,348 | $3,220+35.0% | $2,521+72.4% | $4,762-8.7% |
| Participant deferral / active EE | $4,013 | $4,778-16.0% | $4,049-0.9% | $5,850-31.4% |
| Admin fee / account holder | $4,342 | $12,205-64.4% | $7,497-42.1% | $11,596-62.6% |