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 | $126,153 | $175,202-28.0% | $149,673-15.7% | $139,434-9.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.20% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,362 | $5,474-38.6% | $4,818-30.2% | $4,751-29.2% |
| Participant deferral / active EE | $8,954 | $6,519+37.4% | $5,680+57.6% | $6,710+33.4% |
| Admin fee / account holder | $50,131 | $16,150+210.4% | $13,210+279.5% | $11,403+339.7% |