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 | $151,757 | $214,378-29.2% | $200,582-24.3% | $142,382+6.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.80% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,296 | $6,841-22.6% | $6,419-17.5% | $4,299+23.2% |
| Participant deferral / active EE | $15,413 | $9,865+56.2% | $9,331+65.2% | $6,507+136.9% |
| Admin fee / account holder | $26,687 | $17,692+50.8% | $16,305+63.7% | $12,624+111.4% |