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 | $110,650 | $201,272-45.0% | $184,203-39.9% | $145,922-24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.35% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,766 | $7,022-60.6% | $6,427-57.0% | $4,660-40.6% |
| Participant deferral / active EE | $9,195 | $9,806-6.2% | $9,131+0.7% | $6,688+37.5% |
| Admin fee / account holder | $4,861 | $16,364-70.3% | $13,901-65.0% | $13,397-63.7% |