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 | $74,860 | $127,065-41.1% | $113,168-33.9% | $142,382-47.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.66% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $15,708 | $3,442+356.4% | $2,975+428.0% | $4,299+265.4% |
| Participant deferral / active EE | $4,971 | $5,716-13.0% | $5,107-2.7% | $6,507-23.6% |
| Admin fee / account holder | $2,421 | $15,736-84.6% | $12,068-79.9% | $12,624-80.8% |