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 | $78,507 | $183,519-57.2% | $155,509-49.5% | $145,922-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,247 | $5,313-38.9% | $4,672-30.5% | $4,660-30.3% |
| Participant deferral / active EE | $6,167 | $6,462-4.6% | $5,626+9.6% | $6,688-7.8% |
| Admin fee / account holder | $10,409 | $19,313-46.1% | $15,912-34.6% | $13,397-22.3% |