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 | $65,679 | $106,515-38.3% | $96,683-32.1% | $139,434-52.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.67% | 38.43%-18.8pp | 35.69%-16.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $5,881 | $4,103+43.3% | $3,737+57.4% | $4,751+23.8% |
| Participant deferral / active EE | $12,387 | $5,454+127.1% | $4,878+153.9% | $6,710+84.6% |
| Admin fee / account holder | $12,793 | $7,877+62.4% | $6,730+90.1% | $11,403+12.2% |