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 | $95,770 | $217,402-55.9% | $185,823-48.5% | $167,490-42.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.35% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $4,667 | $5,873-20.5% | $5,167-9.7% | $4,837-3.5% |
| Participant deferral / active EE | $4,380 | $6,356-31.1% | $5,568-21.3% | $6,341-30.9% |
| Admin fee / account holder | $9,583 | $19,811-51.6% | $16,237-41.0% | $12,309-22.1% |