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 | $97,114 | $175,202-44.6% | $149,673-35.1% | $139,434-30.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $7,254 | $5,474+32.5% | $4,818+50.6% | $4,751+52.7% |
| Participant deferral / active EE | $5,425 | $6,519-16.8% | $5,680-4.5% | $6,710-19.1% |
| Admin fee / account holder | $544 | $16,150-96.6% | $13,210-95.9% | $11,403-95.2% |