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 | $139,089 | $228,332-39.1% | $185,823-25.1% | $158,922-12.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.84% | 40.80%-20.0pp | 35.95%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,709 | $4,967-25.3% | $4,087-9.3% | $4,761-22.1% |
| Participant deferral / active EE | $8,353 | $6,415+30.2% | $5,632+48.3% | $5,982+39.6% |
| Admin fee / account holder | $37,756 | $11,864+218.2% | $9,500+297.4% | $11,246+235.7% |