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 | $91,241 | $179,726-49.2% | $156,263-41.6% | $142,382-35.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.19% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,922 | $5,069-22.6% | $4,333-9.5% | $4,299-8.8% |
| Participant deferral / active EE | $7,198 | $6,956+3.5% | $6,158+16.9% | $6,507+10.6% |
| Admin fee / account holder | $738 | $17,272-95.7% | $14,255-94.8% | $12,624-94.2% |