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 | $88,854 | $165,912-46.4% | $122,332-27.4% | $147,584-39.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.24% | 34.55%-21.3pp | 30.27%-17.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $22,747 | $5,754+295.3% | $4,050+461.6% | $4,876+366.5% |
| Participant deferral / active EE | $9,848 | $4,005+145.9% | $3,287+199.6% | $5,439+81.1% |
| Admin fee / account holder | $872 | $7,424-88.3% | $5,478-84.1% | $10,885-92.0% |