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 | $71,535 | $157,256-54.5% | $141,162-49.3% | $152,861-53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.32% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $4,403 | $5,261-16.3% | $4,735-7.0% | $4,762-7.5% |
| Participant deferral / active EE | $10,366 | $7,109+45.8% | $6,709+54.5% | $5,850+77.2% |
| Admin fee / account holder | $25,853 | $12,120+113.3% | $10,261+152.0% | $11,596+122.9% |