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 | $99,284 | $157,256-36.9% | $141,162-29.7% | $152,861-35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.33% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $6,464 | $5,261+22.9% | $4,735+36.5% | $4,762+35.7% |
| Participant deferral / active EE | $8,830 | $7,109+24.2% | $6,709+31.6% | $5,850+50.9% |
| Admin fee / account holder | $3,300 | $12,120-72.8% | $10,261-67.8% | $11,596-71.5% |