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 | $90,246 | $176,812-49.0% | $146,665-38.5% | $167,490-46.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.92% | 24.03%-10.1pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,955 | $5,160-42.7% | $4,136-28.6% | $4,837-38.9% |
| Participant deferral / active EE | $5,221 | $6,440-18.9% | $5,506-5.2% | $6,341-17.7% |
| Admin fee / account holder | $2,497 | $13,259-81.2% | $10,280-75.7% | $12,309-79.7% |