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 | $97,033 | $148,534-34.7% | $135,903-28.6% | $139,434-30.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.56% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,222 | $5,243-57.6% | $4,856-54.2% | $4,751-53.2% |
| Participant deferral / active EE | $9,213 | $8,100+13.7% | $7,758+18.8% | $6,710+37.3% |
| Admin fee / account holder | $29,411 | $12,400+137.2% | $10,762+173.3% | $11,403+157.9% |