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 | $50,036 | $197,591-74.7% | $177,821-71.9% | $158,922-68.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.30% | 58.76%-34.5pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $8,325 | $6,697+24.3% | $5,918+40.7% | $4,761+74.9% |
| Participant deferral / active EE | $8,346 | $8,405-0.7% | $7,714+8.2% | $5,982+39.5% |
| Admin fee / account holder | $2,112 | $15,399-86.3% | $12,427-83.0% | $11,246-81.2% |