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 | $76,564 | $148,534-48.5% | $135,903-43.7% | $139,434-45.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.91% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $29,594 | $5,243+464.4% | $4,856+509.4% | $4,751+522.9% |
| Participant deferral / active EE | $2,633 | $8,100-67.5% | $7,758-66.1% | $6,710-60.8% |
| Admin fee / account holder | $301 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |