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 | $55,676 | $177,572-68.6% | $154,803-64.0% | $142,382-60.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.51% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,809 | $4,810+41.6% | $4,305+58.2% | $4,299+58.4% |
| Participant deferral / active EE | $6,902 | $6,272+10.0% | $5,540+24.6% | $6,507+6.1% |
| Admin fee / account holder | $19,230 | $16,786+14.6% | $14,329+34.2% | $12,624+52.3% |