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 | $121,531 | $154,365-21.3% | $130,231-6.7% | $139,434-12.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 16.68% | 30.34%-13.7pp | 38.77%-22.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $8,781 | $5,170+69.9% | $4,126+112.8% | $4,751+84.8% |
| Participant deferral / active EE | $9,780 | $8,498+15.1% | $6,799+43.9% | $6,710+45.7% |
| Admin fee / account holder | $6,617 | $9,214-28.2% | $6,020+9.9% | $11,403-42.0% |