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 | $116,868 | $154,228-24.2% | $145,433-19.6% | $137,256-14.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,310 | $4,804+10.5% | $4,554+16.6% | $4,156+27.8% |
| Participant deferral / active EE | $12,049 | $8,216+46.6% | $7,897+52.6% | $6,407+88.1% |
| Admin fee / account holder | $1,931 | $14,344-86.5% | $13,129-85.3% | $12,270-84.3% |