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 | $108,792 | $179,726-39.5% | $156,263-30.4% | $142,382-23.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.15% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,044 | $5,069-0.5% | $4,333+16.4% | $4,299+17.3% |
| Participant deferral / active EE | $3,280 | $6,956-52.8% | $6,158-46.7% | $6,507-49.6% |
| Admin fee / account holder | $22,202 | $17,272+28.5% | $14,255+55.8% | $12,624+75.9% |