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 | $119,328 | $157,256-24.1% | $141,162-15.5% | $152,861-21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.84% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $5,280 | $5,261+0.4% | $4,735+11.5% | $4,762+10.9% |
| Participant deferral / active EE | $8,258 | $7,109+16.2% | $6,709+23.1% | $5,850+41.2% |
| Admin fee / account holder | $1,049 | $12,120-91.3% | $10,261-89.8% | $11,596-91.0% |