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 | $147,986 | $201,272-26.5% | $184,203-19.7% | $145,922+1.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.79% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,513 | $7,022-50.0% | $6,427-45.3% | $4,660-24.6% |
| Participant deferral / active EE | $5,934 | $9,806-39.5% | $9,131-35.0% | $6,688-11.3% |
| Admin fee / account holder | $1,212 | $16,364-92.6% | $13,901-91.3% | $13,397-91.0% |