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 | $70,138 | $154,117-54.5% | $129,995-46.0% | $139,434-49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.42% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $11,144 | $5,289+110.7% | $4,320+158.0% | $4,751+134.6% |
| Participant deferral / active EE | $6,323 | $6,710-5.8% | $5,820+8.6% | $6,710-5.8% |
| Admin fee / account holder | $2,481 | $14,007-82.3% | $10,614-76.6% | $11,403-78.2% |