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 | $47,238 | $154,117-69.3% | $129,995-63.7% | $139,434-66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 32.48%-19.8pp | -137.18%+149.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $5,349 | $5,289+1.1% | $4,320+23.8% | $4,751+12.6% |
| Participant deferral / active EE | $9,385 | $6,710+39.9% | $5,820+61.3% | $6,710+39.9% |
| Admin fee / account holder | $11,302 | $14,007-19.3% | $10,614+6.5% | $11,403-0.9% |