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 | $111,852 | $185,822-39.8% | $169,993-34.2% | $139,434-19.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.39% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,657 | $7,590-38.6% | $6,785-31.4% | $4,751-2.0% |
| Participant deferral / active EE | $6,638 | $11,622-42.9% | $10,408-36.2% | $6,710-1.1% |
| Admin fee / account holder | $9,302 | $15,381-39.5% | $12,815-27.4% | $11,403-18.4% |