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 | $173,499 | $111,301+55.9% | $112,977+53.6% | $158,922+9.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.00% | 26.40%-14.4pp | 24.24%-12.2pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,962 | $4,471+33.3% | $4,255+40.1% | $4,761+25.2% |
| Participant deferral / active EE | $5,732 | $5,880-2.5% | $5,836-1.8% | $5,982-4.2% |
| Admin fee / account holder | $2,880 | $8,392-65.7% | $6,294-54.2% | $11,246-74.4% |