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 | $137,484 | $175,202-21.5% | $149,673-8.1% | $139,434-1.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.15% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,332 | $5,474+15.7% | $4,818+31.4% | $4,751+33.3% |
| Participant deferral / active EE | $4,894 | $6,519-24.9% | $5,680-13.8% | $6,710-27.1% |
| Admin fee / account holder | $3,593 | $16,150-77.8% | $13,210-72.8% | $11,403-68.5% |