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 | $101,048 | $159,602-36.7% | $150,045-32.7% | $142,382-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.27% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,436 | $4,961-10.6% | $4,693-5.5% | $4,299+3.2% |
| Participant deferral / active EE | $12,337 | $8,310+48.5% | $7,997+54.3% | $6,507+89.6% |
| Admin fee / account holder | $25,888 | $14,846+74.4% | $13,435+92.7% | $12,624+105.1% |