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 | $177,572-63.0% | $154,803-57.6% | $142,382-53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.04% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $11,056 | $4,810+129.8% | $4,305+156.8% | $4,299+157.2% |
| Participant deferral / active EE | $9,180 | $6,272+46.4% | $5,540+65.7% | $6,507+41.1% |
| Admin fee / account holder | $15,949 | $16,786-5.0% | $14,329+11.3% | $12,624+26.3% |