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 | $74,411 | $172,111-56.8% | $150,298-50.5% | $137,256-45.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.50% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $9,836 | $4,636+112.2% | $4,154+136.8% | $4,156+136.7% |
| Participant deferral / active EE | $3,038 | $6,166-50.7% | $5,453-44.3% | $6,407-52.6% |
| Admin fee / account holder | $2,951 | $16,471-82.1% | $14,116-79.1% | $12,270-75.9% |