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 | $74,048 | $177,572-58.3% | $154,803-52.2% | $142,382-48.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.71% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $13,712 | $4,810+185.0% | $4,305+218.5% | $4,299+218.9% |
| Participant deferral / active EE | $16,072 | $6,272+156.3% | $5,540+190.1% | $6,507+147.0% |
| Admin fee / account holder | $31,298 | $16,786+86.5% | $14,329+118.4% | $12,624+147.9% |