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 | $115,726 | $201,272-42.5% | $184,203-37.2% | $145,922-20.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $9,192 | $7,022+30.9% | $6,427+43.0% | $4,660+97.3% |
| Participant deferral / active EE | $5,004 | $9,806-49.0% | $9,131-45.2% | $6,688-25.2% |
| Admin fee / account holder | $581 | $16,364-96.4% | $13,901-95.8% | $13,397-95.7% |