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 | $103,881 | $179,726-42.2% | $156,263-33.5% | $142,382-27.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.40% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,488 | $5,069-50.9% | $4,333-42.6% | $4,299-42.1% |
| Participant deferral / active EE | $5,160 | $6,956-25.8% | $6,158-16.2% | $6,507-20.7% |
| Admin fee / account holder | $4,524 | $17,272-73.8% | $14,255-68.3% | $12,624-64.2% |