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 | $85,818 | $114,381-25.0% | $107,525-20.2% | $142,382-39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.27% | 242.71%-227.4pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,415 | $4,015-39.9% | $3,754-35.7% | $4,299-43.8% |
| Participant deferral / active EE | $11,547 | $5,564+107.5% | $5,116+125.7% | $6,507+77.4% |
| Admin fee / account holder | $12,304 | $9,860+24.8% | $8,919+38.0% | $12,624-2.5% |