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 | $30,852 | $214,378-85.6% | $200,582-84.6% | $142,382-78.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.11% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,354 | $6,841-21.7% | $6,419-16.6% | $4,299+24.5% |
| Participant deferral / active EE | $10,932 | $9,865+10.8% | $9,331+17.2% | $6,507+68.0% |
| Admin fee / account holder | $99,097 | $17,692+460.1% | $16,305+507.8% | $12,624+685.0% |