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 | $97,769 | $214,378-54.4% | $200,582-51.3% | $142,382-31.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.46% | 46.41%-33.9pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,543 | $6,841-48.2% | $6,419-44.8% | $4,299-17.6% |
| Participant deferral / active EE | $18,060 | $9,865+83.1% | $9,331+93.5% | $6,507+177.5% |
| Admin fee / account holder | $135,387 | $17,692+665.2% | $16,305+730.4% | $12,624+972.5% |