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 | $84,092 | $177,572-52.6% | $154,803-45.7% | $142,382-40.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.70% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,630 | $4,810-45.3% | $4,305-38.9% | $4,299-38.8% |
| Participant deferral / active EE | $4,026 | $6,272-35.8% | $5,540-27.3% | $6,507-38.1% |
| Admin fee / account holder | $16,870 | $16,786+0.5% | $14,329+17.7% | $12,624+33.6% |