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 | $68,458 | $96,557-29.1% | $80,975-15.5% | $273,961-75.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 25.47% | 15.14%+10.3pp | 17.10%+8.4pp | 41.45%-16.0pp |
| Employer contribution / active EE | $19,415 | $4,868+298.8% | $3,714+422.7% | $4,869+298.8% |
| Participant deferral / active EE | $16,129 | $6,598+144.5% | $5,696+183.2% | $5,287+205.1% |
| Admin fee / account holder | $1,818 | $7,492-75.7% | $5,516-67.0% | $10,132-82.1% |