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 | $110,744 | $210,698-47.4% | $178,014-37.8% | $145,959-24.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.24% | 386.27%-370.0pp | 294.80%-278.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,248 | $4,567-28.9% | $3,950-17.8% | $4,661-30.3% |
| Participant deferral / active EE | $8,259 | $6,958+18.7% | $6,276+31.6% | $6,689+23.5% |
| Admin fee / account holder | $17,849 | $12,016+48.5% | $10,362+72.3% | $13,398+33.2% |