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 | $106,017 | $214,378-50.5% | $200,582-47.1% | $142,382-25.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.32% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,863 | $6,841-72.8% | $6,419-71.0% | $4,299-56.7% |
| Participant deferral / active EE | $5,089 | $9,865-48.4% | $9,331-45.5% | $6,507-21.8% |
| Admin fee / account holder | $5,399 | $17,692-69.5% | $16,305-66.9% | $12,624-57.2% |