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 | $70,539 | $214,378-67.1% | $200,582-64.8% | $142,382-50.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.20% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,651 | $6,841-61.2% | $6,419-58.7% | $4,299-38.3% |
| Participant deferral / active EE | $8,075 | $9,865-18.1% | $9,331-13.5% | $6,507+24.1% |
| Admin fee / account holder | $57,861 | $17,692+227.0% | $16,305+254.9% | $12,624+358.4% |