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 | $120,943 | $175,202-31.0% | $149,673-19.2% | $139,434-13.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.15% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,072 | $5,474-62.2% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $5,045 | $6,519-22.6% | $5,680-11.2% | $6,710-24.8% |
| Admin fee / account holder | $715 | $16,150-95.6% | $13,210-94.6% | $11,403-93.7% |