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 | $65,642 | $172,111-61.9% | $150,298-56.3% | $137,256-52.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.04% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $11,056 | $4,636+138.5% | $4,154+166.1% | $4,156+166.0% |
| Participant deferral / active EE | $9,180 | $6,166+48.9% | $5,453+68.4% | $6,407+43.3% |
| Admin fee / account holder | $15,949 | $16,471-3.2% | $14,116+13.0% | $12,270+30.0% |