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 | $92,845 | $157,256-41.0% | $141,162-34.2% | $152,861-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.39% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,318 | $5,261+20.1% | $4,735+33.4% | $4,762+32.7% |
| Participant deferral / active EE | $8,288 | $7,109+16.6% | $6,709+23.5% | $5,850+41.7% |
| Admin fee / account holder | $4,030 | $12,120-66.7% | $10,261-60.7% | $11,596-65.2% |