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 | $89,552 | $168,632-46.9% | $147,614-39.3% | $125,391-28.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.23% | 77.65%-75.4pp | 61.98%-59.7pp | 282.22%-280.0pp |
| Employer contribution / active EE | $6,595 | $6,252+5.5% | $5,564+18.5% | $4,866+35.5% |
| Participant deferral / active EE | $4,350 | $5,507-21.0% | $4,895-11.1% | $5,352-18.7% |
| Admin fee / account holder | $3,105 | $13,580-77.1% | $11,611-73.3% | $9,540-67.5% |