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 | $111,024 | $159,602-30.4% | $150,045-26.0% | $142,382-22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.00% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,471 | $4,961-50.2% | $4,693-47.4% | $4,299-42.5% |
| Participant deferral / active EE | $11,807 | $8,310+42.1% | $7,997+47.6% | $6,507+81.4% |
| Admin fee / account holder | $4,384 | $14,846-70.5% | $13,435-67.4% | $12,624-65.3% |