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 | $101,189 | $179,726-43.7% | $156,263-35.2% | $142,382-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.02% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,434 | $5,069-52.0% | $4,333-43.8% | $4,299-43.4% |
| Participant deferral / active EE | $6,018 | $6,956-13.5% | $6,158-2.3% | $6,507-7.5% |
| Admin fee / account holder | $7,385 | $17,272-57.2% | $14,255-48.2% | $12,624-41.5% |