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 | $99,214 | $157,256-36.9% | $141,162-29.7% | $152,861-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.30% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $4,166 | $5,261-20.8% | $4,735-12.0% | $4,762-12.5% |
| Participant deferral / active EE | $7,668 | $7,109+7.9% | $6,709+14.3% | $5,850+31.1% |
| Admin fee / account holder | $19,540 | $12,120+61.2% | $10,261+90.4% | $11,596+68.5% |