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 | $117,091 | $154,228-24.1% | $145,433-19.5% | $137,256-14.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.80% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,769 | $4,804-42.4% | $4,554-39.2% | $4,156-33.4% |
| Participant deferral / active EE | $15,100 | $8,216+83.8% | $7,897+91.2% | $6,407+135.7% |
| Admin fee / account holder | $33,800 | $14,344+135.6% | $13,129+157.4% | $12,270+175.5% |