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 | $93,636 | $114,381-18.1% | $107,525-12.9% | $142,382-34.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.06% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,705 | $4,015+141.8% | $3,754+158.6% | $4,299+125.8% |
| Participant deferral / active EE | $5,771 | $5,564+3.7% | $5,116+12.8% | $6,507-11.3% |
| Admin fee / account holder | $2,330 | $9,860-76.4% | $8,919-73.9% | $12,624-81.5% |