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 | $102,626 | $214,378-52.1% | $200,582-48.8% | $142,382-27.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.68% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,642 | $6,841-61.4% | $6,419-58.8% | $4,299-38.5% |
| Participant deferral / active EE | $9,182 | $9,865-6.9% | $9,331-1.6% | $6,507+41.1% |
| Admin fee / account holder | $7,108 | $17,692-59.8% | $16,305-56.4% | $12,624-43.7% |