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 | $92,020 | $157,256-41.5% | $141,162-34.8% | $152,861-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.44% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,173 | $5,261-39.7% | $4,735-33.0% | $4,762-33.4% |
| Participant deferral / active EE | $8,667 | $7,109+21.9% | $6,709+29.2% | $5,850+48.1% |
| Admin fee / account holder | $83,388 | $12,120+588.0% | $10,261+712.7% | $11,596+619.1% |