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 | $100,853 | $179,726-43.9% | $156,263-35.5% | $142,382-29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.80% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,677 | $5,069-7.7% | $4,333+7.9% | $4,299+8.8% |
| Participant deferral / active EE | $8,170 | $6,956+17.4% | $6,158+32.7% | $6,507+25.5% |
| Admin fee / account holder | $8,679 | $17,272-49.8% | $14,255-39.1% | $12,624-31.3% |