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 | $82,382 | $135,635-39.3% | $110,238-25.3% | $135,375-39.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.33% | 513.19%-506.9pp | 314.74%-308.4pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,652 | $4,906-66.3% | $3,826-56.8% | $4,779-65.4% |
| Participant deferral / active EE | $2,630 | $5,506-52.2% | $4,672-43.7% | $5,609-53.1% |
| Admin fee / account holder | $350 | $11,457-96.9% | $8,547-95.9% | $10,827-96.8% |