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 | $119,882 | $178,174-32.7% | $156,181-23.2% | $137,256-12.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.66% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,325 | $4,972-33.1% | $4,294-22.6% | $4,156-20.0% |
| Participant deferral / active EE | $14,598 | $6,888+111.9% | $6,132+138.1% | $6,407+127.9% |
| Admin fee / account holder | $2,697 | $17,404-84.5% | $14,586-81.5% | $12,270-78.0% |