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 | $70,299 | $74,888-6.1% | $71,209-1.3% | $142,382-50.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.96% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,269 | $2,854+14.5% | $2,721+20.1% | $4,299-24.0% |
| Participant deferral / active EE | $3,648 | $4,454-18.1% | $4,175-12.6% | $6,507-43.9% |
| Admin fee / account holder | $3,198 | $5,568-42.6% | $5,349-40.2% | $12,624-74.7% |