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 | $94,620 | $177,572-46.7% | $154,803-38.9% | $142,382-33.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.63% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,408 | $4,810+12.4% | $4,305+25.6% | $4,299+25.8% |
| Participant deferral / active EE | $14,544 | $6,272+131.9% | $5,540+162.5% | $6,507+123.5% |
| Admin fee / account holder | $5,860 | $16,786-65.1% | $14,329-59.1% | $12,624-53.6% |