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 | $149,204 | $214,378-30.4% | $200,582-25.6% | $142,382+4.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.24% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,115 | $6,841-10.6% | $6,419-4.7% | $4,299+42.2% |
| Participant deferral / active EE | $11,946 | $9,865+21.1% | $9,331+28.0% | $6,507+83.6% |
| Admin fee / account holder | $54,150 | $17,692+206.1% | $16,305+232.1% | $12,624+329.0% |