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 | $178,174-43.4% | $156,181-35.4% | $137,256-26.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.80% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,677 | $4,972-5.9% | $4,294+8.9% | $4,156+12.5% |
| Participant deferral / active EE | $8,170 | $6,888+18.6% | $6,132+33.2% | $6,407+27.5% |
| Admin fee / account holder | $8,679 | $17,404-50.1% | $14,586-40.5% | $12,270-29.3% |