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 | $112,573 | $209,411-46.2% | $178,490-36.9% | $158,922-29.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.15% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $7,948 | $5,706+39.3% | $5,011+58.6% | $4,761+66.9% |
| Participant deferral / active EE | $8,964 | $5,954+50.5% | $5,202+72.3% | $5,982+49.8% |
| Admin fee / account holder | $11,443 | $17,074-33.0% | $13,984-18.2% | $11,246+1.8% |