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 | $71,639 | $97,744-26.7% | $103,476-30.8% | $145,922-50.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 25.41%-10.2pp | 23.90%-8.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $12,497 | $4,677+167.2% | $4,672+167.5% | $4,660+168.2% |
| Participant deferral / active EE | $8,699 | $6,603+31.7% | $6,623+31.4% | $6,688+30.1% |
| Admin fee / account holder | $13,282 | $12,515+6.1% | $9,413+41.1% | $13,397-0.9% |