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 | $115,280 | $201,272-42.7% | $184,203-37.4% | $145,922-21.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.85% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $8,725 | $7,022+24.3% | $6,427+35.8% | $4,660+87.2% |
| Participant deferral / active EE | $22,612 | $9,806+130.6% | $9,131+147.6% | $6,688+238.1% |
| Admin fee / account holder | $309,583 | $16,364+1791.9% | $13,901+2127.1% | $13,397+2210.8% |