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 | $117,481 | $177,572-33.8% | $154,803-24.1% | $142,382-17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.70% | 65.07%-39.4pp | 58.88%-33.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,955 | $4,810-59.4% | $4,305-54.6% | $4,299-54.5% |
| Participant deferral / active EE | $8,580 | $6,272+36.8% | $5,540+54.9% | $6,507+31.9% |
| Admin fee / account holder | $6,566 | $16,786-60.9% | $14,329-54.2% | $12,624-48.0% |