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 | $56,180 | $154,117-63.5% | $129,995-56.8% | $139,434-59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.49% | 32.48%-20.0pp | -137.18%+149.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,344 | $5,289-36.8% | $4,320-22.6% | $4,751-29.6% |
| Participant deferral / active EE | $8,807 | $6,710+31.2% | $5,820+51.3% | $6,710+31.2% |
| Admin fee / account holder | $2,357 | $14,007-83.2% | $10,614-77.8% | $11,403-79.3% |