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 | $68,190 | $176,812-61.4% | $146,665-53.5% | $167,490-59.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.40% | 24.03%-11.6pp | 22.74%-10.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $11,095 | $5,160+115.0% | $4,136+168.2% | $4,837+129.3% |
| Participant deferral / active EE | $8,754 | $6,440+35.9% | $5,506+59.0% | $6,341+38.0% |
| Admin fee / account holder | $24,299 | $13,259+83.3% | $10,280+136.4% | $12,309+97.4% |