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 | $107,472 | $154,117-30.3% | $129,995-17.3% | $139,434-22.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 23.22% | 32.48%-9.3pp | -137.18%+160.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $6,448 | $5,289+21.9% | $4,320+49.3% | $4,751+35.7% |
| Participant deferral / active EE | $11,076 | $6,710+65.1% | $5,820+90.3% | $6,710+65.1% |
| Admin fee / account holder | $345 | $14,007-97.5% | $10,614-96.8% | $11,403-97.0% |