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 | $89,110 | $163,101-45.4% | $136,749-34.8% | $142,382-37.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.85% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,966 | $4,117-52.2% | $3,400-42.2% | $4,299-54.3% |
| Participant deferral / active EE | $2,607 | $5,585-53.3% | $4,692-44.4% | $6,507-59.9% |
| Admin fee / account holder | $30,483 | $14,318+112.9% | $11,386+167.7% | $12,624+141.5% |