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 | $124,075 | $175,202-29.2% | $149,673-17.1% | $139,434-11.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.70% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,845 | $5,474-66.3% | $4,818-61.7% | $4,751-61.2% |
| Participant deferral / active EE | $3,416 | $6,519-47.6% | $5,680-39.9% | $6,710-49.1% |
| Admin fee / account holder | $846 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |