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 | $94,525 | $228,332-58.6% | $185,823-49.1% | $158,922-40.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.78% | 40.80%-31.0pp | 35.95%-26.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,303 | $4,967-53.6% | $4,087-43.7% | $4,761-51.6% |
| Participant deferral / active EE | $4,411 | $6,415-31.2% | $5,632-21.7% | $5,982-26.3% |
| Admin fee / account holder | $5,711 | $11,864-51.9% | $9,500-39.9% | $11,246-49.2% |