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 | $102,209 | $172,111-40.6% | $150,298-32.0% | $137,256-25.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.98% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,397 | $4,636-48.3% | $4,154-42.3% | $4,156-42.3% |
| Participant deferral / active EE | $8,509 | $6,166+38.0% | $5,453+56.0% | $6,407+32.8% |
| Admin fee / account holder | $1,107 | $16,471-93.3% | $14,116-92.2% | $12,270-91.0% |