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 | $114,959 | $157,256-26.9% | $141,162-18.6% | $152,861-24.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.10% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,208 | $5,261-20.0% | $4,735-11.1% | $4,762-11.6% |
| Participant deferral / active EE | $10,048 | $7,109+41.3% | $6,709+49.8% | $5,850+71.8% |
| Admin fee / account holder | $1,911 | $12,120-84.2% | $10,261-81.4% | $11,596-83.5% |