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 | $81,088 | $179,726-54.9% | $156,263-48.1% | $142,382-43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.64% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,250 | $5,069-16.2% | $4,333-1.9% | $4,299-1.1% |
| Participant deferral / active EE | $6,757 | $6,956-2.9% | $6,158+9.7% | $6,507+3.8% |
| Admin fee / account holder | $77,660 | $17,272+349.6% | $14,255+444.8% | $12,624+515.2% |