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 | $104,413 | $172,111-39.3% | $150,298-30.5% | $137,256-23.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.33% | 69.37%-49.0pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $8,355 | $4,636+80.2% | $4,154+101.1% | $4,156+101.0% |
| Participant deferral / active EE | $5,133 | $6,166-16.7% | $5,453-5.9% | $6,407-19.9% |
| Admin fee / account holder | $10,695 | $16,471-35.1% | $14,116-24.2% | $12,270-12.8% |