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 | $80,951 | $172,111-53.0% | $150,298-46.1% | $137,256-41.0% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 16.73% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $7,604 | $4,636+64.0% | $4,154+83.1% | $4,156+83.0% |
| Participant deferral / active EE | $7,521 | $6,166+22.0% | $5,453+37.9% | $6,407+17.4% |
| Admin fee / account holder | $196,313 | $16,471+1091.9% | $14,116+1290.7% | $12,270+1499.9% |