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 | $123,281 | $163,101-24.4% | $136,749-9.8% | $142,382-13.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.74% | 27.54%-14.8pp | 24.33%-11.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,382 | $4,117-17.8% | $3,400-0.5% | $4,299-21.3% |
| Participant deferral / active EE | $12,256 | $5,585+119.5% | $4,692+161.2% | $6,507+88.3% |
| Admin fee / account holder | $6,015 | $14,318-58.0% | $11,386-47.2% | $12,624-52.3% |