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 | $115,506 | $165,984-30.4% | $164,813-29.9% | $145,922-20.8% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 12.00% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,681 | $5,273-30.2% | $4,341-15.2% | $4,660-21.0% |
| Participant deferral / active EE | $7,108 | $6,959+2.1% | $6,031+17.8% | $6,688+6.3% |
| Admin fee / account holder | $1,432 | $16,648-91.4% | $12,690-88.7% | $13,397-89.3% |