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 | $74,011 | $214,378-65.5% | $200,582-63.1% | $142,382-48.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.33% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,453 | $6,841-20.3% | $6,419-15.0% | $4,299+26.8% |
| Participant deferral / active EE | $4,606 | $9,865-53.3% | $9,331-50.6% | $6,507-29.2% |
| Admin fee / account holder | $9,614 | $17,692-45.7% | $16,305-41.0% | $12,624-23.8% |