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 | $104,477 | $175,202-40.4% | $149,673-30.2% | $139,434-25.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.60% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $6,076 | $5,474+11.0% | $4,818+26.1% | $4,751+27.9% |
| Participant deferral / active EE | $8,066 | $6,519+23.7% | $5,680+42.0% | $6,710+20.2% |
| Admin fee / account holder | $2,120 | $16,150-86.9% | $13,210-83.9% | $11,403-81.4% |