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 | $209,336-64.6% | $197,124-62.5% | $137,256-46.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.33% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,453 | $6,591-17.3% | $6,227-12.4% | $4,156+31.2% |
| Participant deferral / active EE | $4,606 | $9,614-52.1% | $9,135-49.6% | $6,407-28.1% |
| Admin fee / account holder | $9,614 | $17,308-44.5% | $16,298-41.0% | $12,270-21.6% |